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 | $70,242 | $85,766-18.1% | $136,294-48.5% | $70,131+0.2% |
| Participation rate | 84.8% | 74.2%+10.7pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 135.29% | 31.45%+103.8pp | 5155.94%-5020.6pp | 73.14%+62.2pp |
| Employer contribution / active EE | $4,210 | $2,966+41.9% | $4,695-10.3% | $2,342+79.7% |
| Participant deferral / active EE | $8,879 | $5,051+75.8% | $6,247+42.1% | $3,332+166.5% |
| Admin fee / account holder | $25,038 | $5,420+361.9% | $9,243+170.9% | $4,645+439.0% |