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 | $94,877 | $63,346+49.8% | $92,233+2.9% | $70,131+35.3% |
| Participation rate | 95.1% | 68.7%+26.4pp | 76.5%+18.6pp | 69.5%+25.5pp |
| Annual return | 16.51% | 530.12%-513.6pp | 176.28%-159.8pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,028 | $2,471+22.5% | $3,679-17.7% | $2,342+29.3% |
| Participant deferral / active EE | $3,803 | $2,854+33.3% | $3,897-2.4% | $3,332+14.1% |
| Admin fee / account holder | $1,961 | $3,840-48.9% | $5,194-62.2% | $4,645-57.8% |