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 | $67,859 | $27,915+143.1% | $58,482+16.0% | $75,163-9.7% |
| Participation rate | 98.5% | 38.8%+59.7pp | 50.9%+47.7pp | 67.2%+31.3pp |
| Annual return | 17.41% | 44.20%-26.8pp | 4239.32%-4221.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,535 | $669+129.4% | $1,053+45.7% | $2,670-42.5% |
| Participant deferral / active EE | $5,620 | $1,201+367.8% | $1,924+192.1% | $4,125+36.2% |
| Admin fee / account holder | $6,238 | $1,726+261.5% | $2,516+147.9% | $5,651+10.4% |