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 | $156,488 | $99,985+56.5% | $146,665+6.7% | $85,850+82.3% |
| Participation rate | 87.7% | 73.1%+14.6pp | 80.1%+7.6pp | 69.3%+18.4pp |
| Annual return | 12.95% | 18.93%-6.0pp | 22.74%-9.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,108 | $2,559-17.6% | $4,136-49.0% | $2,565-17.8% |
| Participant deferral / active EE | $4,898 | $4,006+22.3% | $5,506-11.0% | $3,952+23.9% |
| Admin fee / account holder | $22,893 | $7,702+197.2% | $10,280+122.7% | $6,260+265.7% |