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 | $73,434 | $65,561+12.0% | $86,188-14.8% | $75,163-2.3% |
| Participation rate | 78.3% | 60.5%+17.8pp | 69.0%+9.3pp | 67.2%+11.1pp |
| Annual return | 17.18% | 46.05%-28.9pp | 1168.45%-1151.3pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,886 | $1,553+85.9% | $2,380+21.3% | $2,670+8.1% |
| Participant deferral / active EE | $4,934 | $3,024+63.2% | $3,985+23.8% | $4,125+19.6% |
| Admin fee / account holder | $11,895 | $5,474+117.3% | $6,852+73.6% | $5,651+110.5% |