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 | $105,916 | $68,346+55.0% | $94,646+11.9% | $75,163+40.9% |
| Participation rate | 90.7% | 76.1%+14.6pp | 80.8%+9.9pp | 67.2%+23.5pp |
| Annual return | 17.84% | 616.93%-599.1pp | 156.71%-138.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,050 | $2,701-24.1% | $3,672-44.2% | $2,670-23.2% |
| Participant deferral / active EE | $4,739 | $6,537-27.5% | $7,418-36.1% | $4,125+14.9% |
| Admin fee / account holder | $3,519 | $5,326-33.9% | $7,231-51.3% | $5,651-37.7% |