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 | $119,872 | $65,561+82.8% | $86,188+39.1% | $75,163+59.5% |
| Participation rate | 77.9% | 60.5%+17.5pp | 69.0%+9.0pp | 67.2%+10.7pp |
| Annual return | 28.67% | 46.05%-17.4pp | 1168.45%-1139.8pp | 160.62%-131.9pp |
| Employer contribution / active EE | $1,733 | $1,553+11.6% | $2,380-27.2% | $2,670-35.1% |
| Participant deferral / active EE | $8,422 | $3,024+178.5% | $3,985+111.3% | $4,125+104.2% |
| Admin fee / account holder | $24,471 | $5,474+347.0% | $6,852+257.2% | $5,651+333.0% |