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 | $79,974 | $56,114+42.5% | $96,139-16.8% | $85,850-6.8% |
| Participation rate | 75.9% | 56.7%+19.1pp | 68.4%+7.4pp | 69.3%+6.5pp |
| Annual return | 14.79% | 42.30%-27.5pp | 191.94%-177.2pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,693 | $1,620+66.3% | $2,797-3.7% | $2,565+5.0% |
| Participant deferral / active EE | $6,239 | $2,859+118.2% | $4,349+43.5% | $3,952+57.9% |
| Admin fee / account holder | $1,035 | $3,768-72.5% | $5,537-81.3% | $6,260-83.5% |