See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,809 | $64,839+37.0% | $95,585-7.1% | $84,808+4.7% |
| Participation rate | 78.6% | 63.8%+14.8pp | 72.1%+6.5pp | 68.3%+10.3pp |
| Annual return | 15.42% | -670.96%+686.4pp | 38.56%-23.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,789 | $1,759+1.7% | $2,527-29.2% | $2,631-32.0% |
| Participant deferral / active EE | $3,219 | $2,965+8.6% | $4,023-20.0% | $4,212-23.6% |
| Admin fee / account holder | $640 | $5,964-89.3% | $6,127-89.6% | $7,344-91.3% |