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 | $71,573 | $49,173+45.6% | $121,098-40.9% | $75,163-4.8% |
| Participation rate | 70.8% | 55.4%+15.4pp | 69.5%+1.3pp | 67.2%+3.6pp |
| Annual return | 20.92% | 55.99%-35.1pp | 985.75%-964.8pp | 160.62%-139.7pp |
| Employer contribution / active EE | $4,690 | $1,546+203.5% | $4,164+12.6% | $2,670+75.7% |
| Participant deferral / active EE | $4,687 | $2,628+78.4% | $4,080+14.9% | $4,125+13.6% |
| Admin fee / account holder | $12,233 | $3,942+210.3% | $5,644+116.7% | $5,651+116.5% |