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 | $95,027 | $65,409+45.3% | $98,442-3.5% | $85,850+10.7% |
| Participation rate | 78.3% | 65.0%+13.3pp | 73.3%+5.0pp | 69.3%+9.0pp |
| Annual return | 18.68% | 21.76%-3.1pp | 1492.73%-1474.0pp | 318.53%-299.9pp |
| Employer contribution / active EE | $3,162 | $2,168+45.9% | $2,960+6.8% | $2,565+23.3% |
| Participant deferral / active EE | $6,423 | $3,166+102.9% | $4,276+50.2% | $3,952+62.5% |
| Admin fee / account holder | $5,060 | $4,593+10.2% | $5,949-14.9% | $6,260-19.2% |