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 | $109,577 | $96,305+13.8% | $80,569+36.0% | $139,434-21.4% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 19.90% | 1350.08%-1330.2pp | 935.43%-915.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,363 | $3,262-58.2% | $2,723-49.9% | $4,751-71.3% |
| Participant deferral / active EE | $7,006 | $5,232+33.9% | $4,447+57.5% | $6,710+4.4% |
| Admin fee / account holder | $5,695 | $6,599-13.7% | $5,377+5.9% | $11,403-50.1% |