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 | $130,721 | $100,041+30.7% | $149,718-12.7% | $70,131+86.4% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.1%+4.9pp | 69.5%+22.5pp |
| Annual return | 13.93% | 27.43%-13.5pp | 1501.63%-1487.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,585 | $3,662-56.7% | $5,445-70.9% | $2,342-32.3% |
| Participant deferral / active EE | $4,241 | $4,983-14.9% | $6,569-35.4% | $3,332+27.3% |
| Admin fee / account holder | $9,366 | $8,286+13.0% | $11,283-17.0% | $4,645+101.6% |