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 | $79,964 | $72,400+10.4% | $67,502+18.5% | $145,922-45.2% |
| Participation rate | 94.7% | 76.9%+17.9pp | 72.9%+21.9pp | 80.3%+14.5pp |
| Annual return | 14.16% | 7182.46%-7168.3pp | 3512.12%-3498.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $885 | $3,069-71.2% | $2,731-67.6% | $4,660-81.0% |
| Participant deferral / active EE | $2,075 | $4,783-56.6% | $4,000-48.1% | $6,688-69.0% |
| Admin fee / account holder | $2,201 | $5,539-60.3% | $3,998-44.9% | $13,397-83.6% |