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 | $118,078 | $63,346+86.4% | $92,233+28.0% | $70,131+68.4% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 18.59% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,777 | $2,471-28.1% | $3,679-51.7% | $2,342-24.1% |
| Participant deferral / active EE | $7,449 | $2,854+161.0% | $3,897+91.2% | $3,332+123.6% |
| Admin fee / account holder | $4,067 | $3,840+5.9% | $5,194-21.7% | $4,645-12.5% |