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 8-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 | $78,529 | $70,606+11.2% | $53,898+45.7% | $142,382-44.8% |
| Participation rate | 78.6% | 63.7%+14.9pp | 55.0%+23.6pp | 80.1%-1.5pp |
| Annual return | 16.89% | 619.81%-602.9pp | 528.60%-511.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,219 | $1,202+417.3% | $932+567.2% | $4,299+44.7% |
| Participant deferral / active EE | $1,679 | $2,364-29.0% | $1,826-8.1% | $6,507-74.2% |
| Admin fee / account holder | $1,306 | $2,852-54.2% | $2,491-47.6% | $12,624-89.7% |