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 | $82,959 | $57,281+44.8% | $86,612-4.2% | $75,163+10.4% |
| Participation rate | 89.5% | 63.2%+26.3pp | 71.7%+17.8pp | 67.2%+22.3pp |
| Annual return | 23.09% | 2670.75%-2647.7pp | 591.07%-568.0pp | 160.62%-137.5pp |
| Employer contribution / active EE | $2,986 | $2,314+29.0% | $3,022-1.2% | $2,670+11.8% |
| Participant deferral / active EE | $5,278 | $3,318+59.1% | $4,438+18.9% | $4,125+27.9% |
| Admin fee / account holder | $2,367 | $4,112-42.4% | $5,614-57.8% | $5,651-58.1% |