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 | $149,347 | $91,552+63.1% | $133,956+11.5% | $79,858+87.0% |
| Participation rate | 76.2% | 73.3%+2.8pp | 79.8%-3.6pp | 69.6%+6.6pp |
| Annual return | 11.31% | 61.85%-50.5pp | 45.09%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $3,447 | $2,384+44.6% | $3,919-12.0% | $2,471+39.5% |
| Participant deferral / active EE | $7,276 | $3,733+94.9% | $5,048+44.1% | $3,740+94.5% |
| Admin fee / account holder | $2,712 | $6,321-57.1% | $8,927-69.6% | $5,306-48.9% |