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 | $58,700 | $49,173+19.4% | $121,098-51.5% | $75,163-21.9% |
| Participation rate | 76.3% | 55.4%+20.9pp | 69.5%+6.8pp | 67.2%+9.1pp |
| Annual return | 15.69% | 55.99%-40.3pp | 985.75%-970.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,766 | $1,546+14.2% | $4,164-57.6% | $2,670-33.9% |
| Participant deferral / active EE | $2,934 | $2,628+11.6% | $4,080-28.1% | $4,125-28.9% |
| Admin fee / account holder | $5,360 | $3,942+36.0% | $5,644-5.0% | $5,651-5.2% |