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 | $78,297 | $65,409+19.7% | $98,442-20.5% | $85,850-8.8% |
| Participation rate | 88.1% | 65.0%+23.1pp | 73.3%+14.8pp | 69.3%+18.8pp |
| Annual return | 16.19% | 21.76%-5.6pp | 1492.73%-1476.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,012 | $2,168+38.9% | $2,960+1.8% | $2,565+17.4% |
| Participant deferral / active EE | $5,358 | $3,166+69.2% | $4,276+25.3% | $3,952+35.6% |
| Admin fee / account holder | $6,015 | $4,593+31.0% | $5,949+1.1% | $6,260-3.9% |