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 | $71,436 | $58,208+22.7% | $81,812-12.7% | $80,856-11.7% |
| Participation rate | 92.2% | 63.4%+28.8pp | 72.3%+19.8pp | 67.6%+24.5pp |
| Annual return | 14.31% | 41.66%-27.4pp | 773.79%-759.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $4,222 | $2,340+80.4% | $2,912+45.0% | $2,755+53.3% |
| Participant deferral / active EE | $4,828 | $3,281+47.1% | $4,319+11.8% | $4,296+12.4% |
| Admin fee / account holder | $4,696 | $4,981-5.7% | $7,386-36.4% | $6,918-32.1% |