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 | $71,306 | $57,281+24.5% | $86,612-17.7% | $75,163-5.1% |
| Participation rate | 87.1% | 63.2%+23.9pp | 71.7%+15.4pp | 67.2%+20.0pp |
| Annual return | 19.92% | 2670.75%-2650.8pp | 591.07%-571.2pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,538 | $2,314+9.6% | $3,022-16.0% | $2,670-4.9% |
| Participant deferral / active EE | $3,589 | $3,318+8.2% | $4,438-19.1% | $4,125-13.0% |
| Admin fee / account holder | $1,397 | $4,112-66.0% | $5,614-75.1% | $5,651-75.3% |