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 | $84,341 | $110,502-23.7% | $80,716+4.5% | $167,490-49.6% |
| Participation rate | 87.5% | 64.0%+23.5pp | 54.2%+33.3pp | 82.1%+5.4pp |
| Annual return | 13.95% | 120.54%-106.6pp | 87.28%-73.3pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,007 | $1,543+30.1% | $1,160+73.0% | $4,837-58.5% |
| Participant deferral / active EE | $3,860 | $2,871+34.5% | $2,146+79.9% | $6,341-39.1% |
| Admin fee / account holder | $1,012 | $4,545-77.7% | $3,380-70.0% | $12,309-91.8% |