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 | $140,953 | $76,407+84.5% | $150,298-6.2% | $82,448+71.0% |
| Participation rate | 85.5% | 66.4%+19.1pp | 77.8%+7.7pp | 68.1%+17.4pp |
| Annual return | 15.72% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $7,510 | $2,614+187.3% | $4,154+80.8% | $2,551+194.4% |
| Participant deferral / active EE | $5,713 | $3,214+77.7% | $5,453+4.8% | $4,139+38.0% |
| Admin fee / account holder | $6,086 | $6,352-4.2% | $14,116-56.9% | $7,234-15.9% |