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 | $114,980 | $63,346+81.5% | $92,233+24.7% | $70,131+64.0% |
| Participation rate | 80.7% | 68.7%+12.0pp | 76.5%+4.2pp | 69.5%+11.2pp |
| Annual return | 13.49% | 530.12%-516.6pp | 176.28%-162.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $4,769 | $2,471+93.0% | $3,679+29.6% | $2,342+103.6% |
| Participant deferral / active EE | $5,400 | $2,854+89.2% | $3,897+38.6% | $3,332+62.1% |
| Admin fee / account holder | $2,086 | $3,840-45.7% | $5,194-59.8% | $4,645-55.1% |