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 5-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 | $128,326 | $85,022+50.9% | $70,515+82.0% | $139,434-8.0% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 18.15% | 30.38%-12.2pp | 32.77%-14.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,676 | $3,909-57.1% | $2,973-43.6% | $4,751-64.7% |
| Participant deferral / active EE | $9,545 | $5,890+62.0% | $4,567+109.0% | $6,710+42.2% |
| Admin fee / account holder | $319 | $8,906-96.4% | $6,412-95.0% | $11,403-97.2% |