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 | $74,550 | $60,124+24.0% | $90,404-17.5% | $79,858-6.6% |
| Participation rate | 81.6% | 65.0%+16.6pp | 72.7%+8.9pp | 69.6%+12.0pp |
| Annual return | 16.47% | 71.94%-55.5pp | 1293.02%-1276.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,713 | $2,068-17.2% | $3,262-47.5% | $2,471-30.7% |
| Participant deferral / active EE | $5,823 | $2,938+98.2% | $3,963+46.9% | $3,740+55.7% |
| Admin fee / account holder | $6,268 | $3,976+57.6% | $5,611+11.7% | $5,306+18.1% |