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 | $78,919 | $73,515+7.4% | $62,995+25.3% | $147,584-46.5% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.8%+18.5pp | 82.8%+10.5pp |
| Annual return | 12.23% | 175.43%-163.2pp | 87.57%-75.3pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,721 | $3,320-48.2% | $2,759-37.6% | $4,876-64.7% |
| Participant deferral / active EE | $7,722 | $4,185+84.5% | $3,329+131.9% | $5,439+42.0% |
| Admin fee / account holder | $417 | $5,953-93.0% | $3,600-88.4% | $10,885-96.2% |