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 | $131,245 | $72,492+81.0% | $87,100+50.7% | $72,985+79.8% |
| Participation rate | 80.4% | 72.8%+7.6pp | 76.9%+3.5pp | 69.5%+10.9pp |
| Annual return | 615.24% | 24.46%+590.8pp | 28.19%+587.0pp | 81.00%+534.2pp |
| Employer contribution / active EE | $1,630 | $1,894-13.9% | $2,521-35.3% | $2,440-33.2% |
| Participant deferral / active EE | $2,778 | $3,270-15.0% | $4,049-31.4% | $3,607-23.0% |
| Admin fee / account holder | $2,134 | $5,055-57.8% | $7,497-71.5% | $5,124-58.4% |