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 | $225,403 | $125,758+79.2% | $169,993+32.6% | $75,163+199.9% |
| Participation rate | 71.0% | 83.6%-12.6pp | 87.0%-16.0pp | 67.2%+3.8pp |
| Annual return | 14.40% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $2,038 | $4,615-55.8% | $6,785-70.0% | $2,670-23.7% |
| Participant deferral / active EE | $8,394 | $6,837+22.8% | $10,408-19.3% | $4,125+103.5% |
| Admin fee / account holder | $54,371 | $8,173+565.2% | $12,815+324.3% | $5,651+862.2% |