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 | $72,087 | $58,208+23.8% | $81,812-11.9% | $80,856-10.8% |
| Participation rate | 78.8% | 63.4%+15.4pp | 72.3%+6.4pp | 67.6%+11.1pp |
| Annual return | 12.50% | 41.66%-29.2pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,964 | $2,340+69.4% | $2,912+36.1% | $2,755+43.9% |
| Participant deferral / active EE | $10,028 | $3,281+205.6% | $4,319+132.2% | $4,296+133.4% |
| Admin fee / account holder | $11,733 | $4,981+135.5% | $7,386+58.9% | $6,918+69.6% |