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 | $80,522 | $70,606+14.0% | $53,898+49.4% | $142,382-43.4% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 19.54% | 619.81%-600.3pp | 528.60%-509.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,639 | $1,202+119.6% | $932+183.2% | $4,299-38.6% |
| Participant deferral / active EE | $3,709 | $2,364+56.9% | $1,826+103.1% | $6,507-43.0% |
| Admin fee / account holder | $1,650 | $2,852-42.1% | $2,491-33.8% | $12,624-86.9% |