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 | $81,786 | $57,281+42.8% | $86,612-5.6% | $75,163+8.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 14.17% | 2670.75%-2656.6pp | 591.07%-576.9pp | 160.62%-146.4pp |
| Employer contribution / active EE | $5,183 | $2,314+123.9% | $3,022+71.5% | $2,670+94.1% |
| Participant deferral / active EE | $1,220 | $3,318-63.2% | $4,438-72.5% | $4,125-70.4% |
| Admin fee / account holder | $18,558 | $4,112+351.3% | $5,614+230.6% | $5,651+228.4% |