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 | $82,669 | $90,348-8.5% | $75,972+8.8% | $145,922-43.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 17.15% | 620.88%-603.7pp | 359.55%-342.4pp | 561.29%-544.1pp |
| Employer contribution / active EE | $5,332 | $3,311+61.0% | $2,685+98.6% | $4,660+14.4% |
| Participant deferral / active EE | $1,694 | $5,162-67.2% | $4,255-60.2% | $6,688-74.7% |
| Admin fee / account holder | $13,199 | $8,467+55.9% | $6,467+104.1% | $13,397-1.5% |