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 | $60,568 | $57,281+5.7% | $86,612-30.1% | $75,163-19.4% |
| Participation rate | 81.0% | 63.2%+17.8pp | 71.7%+9.3pp | 67.2%+13.8pp |
| Annual return | 13.61% | 2670.75%-2657.1pp | 591.07%-577.5pp | 160.62%-147.0pp |
| Employer contribution / active EE | $3,215 | $2,314+38.9% | $3,022+6.4% | $2,670+20.4% |
| Participant deferral / active EE | $4,737 | $3,318+42.8% | $4,438+6.7% | $4,125+14.8% |
| Admin fee / account holder | $8,577 | $4,112+108.6% | $5,614+52.8% | $5,651+51.8% |