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 | $77,135 | $49,173+56.9% | $121,098-36.3% | $75,163+2.6% |
| Participation rate | 76.7% | 55.4%+21.4pp | 69.5%+7.3pp | 67.2%+9.6pp |
| Annual return | 16.60% | 55.99%-39.4pp | 985.75%-969.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,809 | $1,546+17.1% | $4,164-56.5% | $2,670-32.2% |
| Participant deferral / active EE | $6,060 | $2,628+130.6% | $4,080+48.5% | $4,125+46.9% |
| Admin fee / account holder | $7,333 | $3,942+86.0% | $5,644+29.9% | $5,651+29.8% |