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 | $90,464 | $57,281+57.9% | $86,612+4.4% | $75,163+20.4% |
| Participation rate | 92.1% | 63.2%+28.9pp | 71.7%+20.4pp | 67.2%+24.9pp |
| Annual return | 13.57% | 2670.75%-2657.2pp | 591.07%-577.5pp | 160.62%-147.1pp |
| Employer contribution / active EE | $5,136 | $2,314+121.9% | $3,022+69.9% | $2,670+92.4% |
| Participant deferral / active EE | $6,274 | $3,318+89.1% | $4,438+41.4% | $4,125+52.1% |
| Admin fee / account holder | $15,064 | $4,112+266.4% | $5,614+168.3% | $5,651+166.6% |