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 | $113,972 | $102,966+10.7% | $90,281+26.2% | $152,861-25.4% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.4%+8.5pp |
| Annual return | 25.55% | 95.16%-69.6pp | 78.10%-52.6pp | 345.32%-319.8pp |
| Employer contribution / active EE | $10,584 | $3,139+237.2% | $2,854+270.8% | $4,762+122.2% |
| Participant deferral / active EE | $10,558 | $4,281+146.6% | $3,885+171.7% | $5,850+80.5% |
| Admin fee / account holder | $3,447 | $6,171-44.1% | $5,351-35.6% | $11,596-70.3% |