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 | $120,907 | $64,839+86.5% | $95,585+26.5% | $84,808+42.6% |
| Participation rate | 96.2% | 63.8%+32.3pp | 72.1%+24.1pp | 68.3%+27.8pp |
| Annual return | 20.55% | -670.96%+691.5pp | 38.56%-18.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $7,110 | $1,759+304.3% | $2,527+181.4% | $2,631+170.2% |
| Participant deferral / active EE | $4,951 | $2,965+67.0% | $4,023+23.1% | $4,212+17.6% |
| Admin fee / account holder | $4,302 | $5,964-27.9% | $6,127-29.8% | $7,344-41.4% |