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 | $95,583 | $90,600+5.5% | $79,464+20.3% | $135,375-29.4% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | 6.38% | 977.43%-971.1pp | 718.14%-711.8pp | 519.73%-513.4pp |
| Employer contribution / active EE | $2,852 | $3,068-7.0% | $2,800+1.8% | $4,779-40.3% |
| Participant deferral / active EE | $6,089 | $4,050+50.3% | $3,704+64.4% | $5,609+8.6% |
| Admin fee / account holder | $11,237 | $5,907+90.2% | $5,113+119.8% | $10,827+3.8% |