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 | $71,865 | $56,199+27.9% | $67,652+6.2% | $59,632+20.5% |
| Participation rate | 90.9% | 71.5%+19.4pp | 75.7%+15.2pp | 68.7%+22.2pp |
| Annual return | 0.18% | 18505.31%-18505.1pp | 6625.04%-6624.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,972 | $1,614+22.1% | $2,266-13.0% | $2,203-10.5% |
| Participant deferral / active EE | $4,540 | $2,844+59.6% | $3,560+27.5% | $3,192+42.2% |
| Admin fee / account holder | $17,549 | $3,958+343.3% | $4,821+264.0% | $4,297+308.4% |