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 | $97,031 | $63,346+53.2% | $92,233+5.2% | $70,131+38.4% |
| Participation rate | 96.8% | 68.7%+28.2pp | 76.5%+20.3pp | 69.5%+27.3pp |
| Annual return | 14.79% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,163 | $2,471-12.5% | $3,679-41.2% | $2,342-7.7% |
| Participant deferral / active EE | $2,315 | $2,854-18.9% | $3,897-40.6% | $3,332-30.5% |
| Admin fee / account holder | $7,478 | $3,840+94.7% | $5,194+44.0% | $4,645+61.0% |