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 | $104,099 | $63,346+64.3% | $92,233+12.9% | $70,131+48.4% |
| Participation rate | 98.8% | 68.7%+30.2pp | 76.5%+22.3pp | 69.5%+29.3pp |
| Annual return | 14.53% | 530.12%-515.6pp | 176.28%-161.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,460 | $2,471+40.0% | $3,679-6.0% | $2,342+47.7% |
| Participant deferral / active EE | $4,573 | $2,854+60.2% | $3,897+17.3% | $3,332+37.2% |
| Admin fee / account holder | $1,779 | $3,840-53.7% | $5,194-65.7% | $4,645-61.7% |