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 | $127,950 | $80,717+58.5% | $154,803-17.3% | $84,808+50.9% |
| Participation rate | 91.1% | 66.8%+24.3pp | 78.1%+13.0pp | 68.3%+22.8pp |
| Annual return | 14.50% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $8,273 | $2,761+199.6% | $4,305+92.1% | $2,631+214.4% |
| Participant deferral / active EE | $7,240 | $3,303+119.2% | $5,540+30.7% | $4,212+71.9% |
| Admin fee / account holder | $6,505 | $6,746-3.6% | $14,329-54.6% | $7,344-11.4% |