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 | $25,746 | $105,998-75.7% | $92,233-72.1% | $147,584-82.6% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 17.71% | 50.05%-32.3pp | 176.28%-158.6pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,126 | $4,333-50.9% | $3,679-42.2% | $4,876-56.4% |
| Participant deferral / active EE | $4,525 | $4,478+1.1% | $3,897+16.1% | $5,439-16.8% |
| Admin fee / account holder | $395 | $6,332-93.8% | $5,194-92.4% | $10,885-96.4% |