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 | $84,380 | $56,053+50.5% | $75,972+11.1% | $80,856+4.4% |
| Participation rate | 72.2% | 62.0%+10.2pp | 69.1%+3.2pp | 67.6%+4.6pp |
| Annual return | 11.32% | 20.53%-9.2pp | 359.55%-348.2pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,826 | $1,874+50.8% | $2,685+5.3% | $2,755+2.6% |
| Participant deferral / active EE | $5,321 | $3,052+74.4% | $4,255+25.0% | $4,296+23.9% |
| Admin fee / account holder | $15,180 | $5,234+190.1% | $6,467+134.7% | $6,918+119.4% |