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 | $91,720 | $100,923-9.1% | $150,045-38.9% | $74,304+23.4% |
| Participation rate | 93.1% | 70.1%+23.0pp | 82.3%+10.8pp | 60.3%+32.8pp |
| Annual return | 19.44% | 51.77%-32.3pp | 62.55%-43.1pp | 29.43%-10.0pp |
| Employer contribution / active EE | $6,710 | $3,463+93.8% | $4,693+43.0% | $2,241+199.4% |
| Participant deferral / active EE | $12,576 | $6,709+87.4% | $7,997+57.3% | $3,767+233.8% |
| Admin fee / account holder | $5,353 | $2,767+93.5% | $13,435-60.2% | $2,969+80.3% |