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 | $80,075 | $98,750-18.9% | $149,696-46.5% | $79,858+0.3% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 29.35% | 27.43%+1.9pp | 276.60%-247.3pp | 31.71%-2.4pp |
| Employer contribution / active EE | $3,940 | $3,216+22.5% | $4,644-15.2% | $2,471+59.5% |
| Participant deferral / active EE | $7,553 | $5,680+33.0% | $6,842+10.4% | $3,740+102.0% |
| Admin fee / account holder | $2,428 | $6,053-59.9% | $9,309-73.9% | $5,306-54.2% |