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 | $74,968 | $58,208+28.8% | $81,812-8.4% | $80,856-7.3% |
| Participation rate | 97.1% | 63.4%+33.6pp | 72.3%+24.7pp | 67.6%+29.4pp |
| Annual return | 16.91% | 41.66%-24.8pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $6,692 | $2,340+186.0% | $2,912+129.8% | $2,755+142.9% |
| Participant deferral / active EE | $10,973 | $3,281+234.5% | $4,319+154.1% | $4,296+155.4% |
| Admin fee / account holder | $3,041 | $4,981-39.0% | $7,386-58.8% | $6,918-56.0% |