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 | $75,525 | $58,927+28.2% | $76,817-1.7% | $72,985+3.5% |
| Participation rate | 90.6% | 67.3%+23.3pp | 72.1%+18.5pp | 69.5%+21.1pp |
| Annual return | 18.71% | 2305.64%-2286.9pp | 1166.11%-1147.4pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,913 | $1,787+7.1% | $2,302-16.9% | $2,440-21.6% |
| Participant deferral / active EE | $3,422 | $2,690+27.2% | $3,336+2.6% | $3,607-5.1% |
| Admin fee / account holder | $7,250 | $4,013+80.7% | $6,420+12.9% | $5,124+41.5% |