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 | $105,678 | $85,766+23.2% | $136,294-22.5% | $70,131+50.7% |
| Participation rate | 87.3% | 74.2%+13.2pp | 81.9%+5.4pp | 69.5%+17.8pp |
| Annual return | 17.13% | 31.45%-14.3pp | 5155.94%-5138.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,972 | $2,966-33.5% | $4,695-58.0% | $2,342-15.8% |
| Participant deferral / active EE | $7,355 | $5,051+45.6% | $6,247+17.7% | $3,332+120.8% |
| Admin fee / account holder | $2,801 | $5,420-48.3% | $9,243-69.7% | $4,645-39.7% |