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 | $84,046 | $60,124+39.8% | $90,404-7.0% | $79,858+5.2% |
| Participation rate | 73.3% | 65.0%+8.4pp | 72.7%+0.7pp | 69.6%+3.7pp |
| Annual return | 20.85% | 71.94%-51.1pp | 1293.02%-1272.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $3,514 | $2,068+70.0% | $3,262+7.7% | $2,471+42.2% |
| Participant deferral / active EE | $1,844 | $2,938-37.3% | $3,963-53.5% | $3,740-50.7% |
| Admin fee / account holder | $3,960 | $3,976-0.4% | $5,611-29.4% | $5,306-25.4% |