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 | $122,925 | $65,409+87.9% | $98,442+24.9% | $85,850+43.2% |
| Participation rate | 72.2% | 65.0%+7.2pp | 73.3%-1.2pp | 69.3%+2.8pp |
| Annual return | 28.48% | 21.76%+6.7pp | 1492.73%-1464.2pp | 318.53%-290.1pp |
| Employer contribution / active EE | $1,908 | $2,168-12.0% | $2,960-35.6% | $2,565-25.6% |
| Participant deferral / active EE | $4,487 | $3,166+41.7% | $4,276+4.9% | $3,952+13.6% |
| Admin fee / account holder | $7,168 | $4,593+56.1% | $5,949+20.5% | $6,260+14.5% |