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 | $85,333 | $47,944+78.0% | $67,834+25.8% | $62,891+35.7% |
| Participation rate | 76.7% | 61.1%+15.6pp | 68.8%+7.9pp | 69.3%+7.4pp |
| Annual return | 8.43% | 11.77%-3.3pp | 138.47%-130.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,884 | $1,562+84.6% | $2,403+20.0% | $2,281+26.4% |
| Participant deferral / active EE | $4,978 | $2,247+121.6% | $3,160+57.5% | $3,203+55.4% |
| Admin fee / account holder | $17,606 | $3,712+374.3% | $4,622+280.9% | $4,296+309.9% |