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 | $64,252 | $52,353+22.7% | $120,225-46.6% | $82,448-22.1% |
| Participation rate | 74.0% | 58.3%+15.7pp | 69.6%+4.4pp | 68.1%+5.9pp |
| Annual return | 23.63% | 61.85%-38.2pp | 439.23%-415.6pp | 41.64%-18.0pp |
| Employer contribution / active EE | $1,077 | $1,510-28.7% | $3,475-69.0% | $2,551-57.8% |
| Participant deferral / active EE | $2,406 | $2,627-8.4% | $3,999-39.8% | $4,139-41.9% |
| Admin fee / account holder | $13,107 | $4,363+200.4% | $5,696+130.1% | $7,234+81.2% |