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 | $95,451 | $95,4160% | $185,823-48.6% | $85,850+11.2% |
| Participation rate | 98.5% | 68.8%+29.8pp | 81.7%+16.8pp | 69.3%+29.2pp |
| Annual return | 15.11% | 23.59%-8.5pp | 122.05%-106.9pp | 318.53%-303.4pp |
| Employer contribution / active EE | $6,123 | $3,314+84.8% | $5,167+18.5% | $2,565+138.7% |
| Participant deferral / active EE | $5,332 | $3,423+55.7% | $5,568-4.2% | $3,952+34.9% |
| Admin fee / account holder | $9,327 | $7,213+29.3% | $16,237-42.6% | $6,260+49.0% |