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 | $72,997 | $102,317-28.7% | $146,958-50.3% | $80,856-9.7% |
| Participation rate | 93.2% | 75.8%+17.3pp | 82.2%+11.0pp | 67.6%+25.5pp |
| Annual return | 15.09% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $7,113 | $3,713+91.6% | $4,933+44.2% | $2,755+158.2% |
| Participant deferral / active EE | $5,649 | $6,644-15.0% | $8,070-30.0% | $4,296+31.5% |
| Admin fee / account holder | $3,214 | $7,941-59.5% | $12,998-75.3% | $6,918-53.5% |