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 | $79,560 | $65,561+21.4% | $86,188-7.7% | $75,163+5.8% |
| Participation rate | 81.8% | 60.5%+21.3pp | 69.0%+12.9pp | 67.2%+14.6pp |
| Annual return | 15.32% | 46.05%-30.7pp | 1168.45%-1153.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,547 | $1,553-0.4% | $2,380-35.0% | $2,670-42.1% |
| Participant deferral / active EE | $3,634 | $3,024+20.2% | $3,985-8.8% | $4,125-11.9% |
| Admin fee / account holder | $17,642 | $5,474+222.3% | $6,852+157.5% | $5,651+212.2% |