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 | $86,134 | $65,409+31.7% | $98,442-12.5% | $85,850+0.3% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.3%+10.0pp | 69.3%+14.0pp |
| Annual return | 14.15% | 21.76%-7.6pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,548 | $2,168+17.6% | $2,960-13.9% | $2,565-0.6% |
| Participant deferral / active EE | $4,830 | $3,166+52.6% | $4,276+13.0% | $3,952+22.2% |
| Admin fee / account holder | $13,732 | $4,593+199.0% | $5,949+130.8% | $6,260+119.4% |