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 | $104,126 | $96,305+8.1% | $80,569+29.2% | $139,434-25.3% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 14.22% | 1350.08%-1335.9pp | 935.43%-921.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,822 | $3,262-44.1% | $2,723-33.1% | $4,751-61.6% |
| Participant deferral / active EE | $2,862 | $5,232-45.3% | $4,447-35.6% | $6,710-57.3% |
| Admin fee / account holder | $586 | $6,599-91.1% | $5,377-89.1% | $11,403-94.9% |