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 4-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 | $129,078 | $77,164+67.3% | $178,014-27.5% | $80,874+59.6% |
| Participation rate | 93.6% | 65.7%+27.9pp | 77.1%+16.5pp | 67.6%+26.0pp |
| Annual return | 30.23% | 18.09%+12.1pp | 294.80%-264.6pp | 35.62%-5.4pp |
| Employer contribution / active EE | $5,434 | $2,288+137.5% | $3,950+37.6% | $2,756+97.2% |
| Participant deferral / active EE | $15,649 | $4,408+255.0% | $6,276+149.3% | $4,297+264.2% |
| Admin fee / account holder | $2,499 | $7,164-65.1% | $10,362-75.9% | $6,935-64.0% |