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 | $84,308 | $69,515+21.3% | $86,874-3.0% | $85,850-1.8% |
| Participation rate | 96.0% | 66.3%+29.7pp | 71.6%+24.4pp | 69.3%+26.7pp |
| Annual return | 14.28% | 20.12%-5.8pp | 63.52%-49.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $8,895 | $1,880+373.0% | $2,495+256.4% | $2,565+246.8% |
| Participant deferral / active EE | $1,288 | $2,919-55.9% | $3,699-65.2% | $3,952-67.4% |
| Admin fee / account holder | $763 | $5,972-87.2% | $5,828-86.9% | $6,260-87.8% |