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 | $59,126 | $53,127+11.3% | $86,590-31.7% | $70,131-15.7% |
| Participation rate | 90.9% | 65.3%+25.6pp | 73.5%+17.4pp | 69.5%+21.4pp |
| Annual return | 15.53% | 27.66%-12.1pp | 964.84%-949.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $3,753 | $2,068+81.4% | $2,839+32.2% | $2,342+60.2% |
| Participant deferral / active EE | $3,593 | $2,696+33.3% | $3,609-0.4% | $3,332+7.9% |
| Admin fee / account holder | $6,736 | $3,585+87.9% | $4,906+37.3% | $4,645+45.0% |