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 | $82,082 | $88,751-7.5% | $81,812+0.3% | $145,922-43.7% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 12.70% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,625 | $3,083+17.6% | $2,912+24.5% | $4,660-22.2% |
| Participant deferral / active EE | $1,969 | $4,643-57.6% | $4,319-54.4% | $6,688-70.6% |
| Admin fee / account holder | $2,523 | $8,415-70.0% | $7,386-65.8% | $13,397-81.2% |