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 | $66,985 | $48,795+37.3% | $65,493+2.3% | $84,808-21.0% |
| Participation rate | 88.9% | 67.0%+21.9pp | 73.1%+15.8pp | 68.3%+20.6pp |
| Annual return | 12.99% | 20.20%-7.2pp | 982.45%-969.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,209 | $1,930+66.3% | $2,574+24.7% | $2,631+22.0% |
| Participant deferral / active EE | $5,147 | $2,928+75.7% | $3,961+29.9% | $4,212+22.2% |
| Admin fee / account holder | $355 | $3,877-90.8% | $5,028-92.9% | $7,344-95.2% |