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 | $75,167 | $57,281+31.2% | $86,612-13.2% | $75,1630% |
| Participation rate | 92.2% | 63.2%+29.0pp | 71.7%+20.5pp | 67.2%+25.0pp |
| Annual return | 18.06% | 2670.75%-2652.7pp | 591.07%-573.0pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,335 | $2,314+44.1% | $3,022+10.3% | $2,670+24.9% |
| Participant deferral / active EE | $5,482 | $3,318+65.2% | $4,438+23.5% | $4,125+32.9% |
| Admin fee / account holder | $3,411 | $4,112-17.0% | $5,614-39.2% | $5,651-39.6% |