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 | $137,490 | $91,552+50.2% | $133,956+2.6% | $79,858+72.2% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+14.9pp | 69.6%+25.1pp |
| Annual return | 11.34% | 61.85%-50.5pp | 45.09%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,575 | $2,384+8.0% | $3,919-34.3% | $2,471+4.2% |
| Participant deferral / active EE | $4,443 | $3,733+19.0% | $5,048-12.0% | $3,740+18.8% |
| Admin fee / account holder | $2,028 | $6,321-67.9% | $8,927-77.3% | $5,306-61.8% |