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 | $127,600 | $98,750+29.2% | $149,696-14.8% | $79,858+59.8% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 15.11% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,951 | $3,216-39.4% | $4,644-58.0% | $2,471-21.0% |
| Participant deferral / active EE | $5,682 | $5,6800% | $6,842-17.0% | $3,740+51.9% |
| Admin fee / account holder | $4,785 | $6,053-20.9% | $9,309-48.6% | $5,306-9.8% |