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 | $96,997 | $49,173+97.3% | $121,098-19.9% | $75,163+29.0% |
| Participation rate | 86.1% | 55.4%+30.7pp | 69.5%+16.6pp | 67.2%+18.9pp |
| Annual return | 24.84% | 55.99%-31.1pp | 985.75%-960.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $3,870 | $1,546+150.4% | $4,164-7.1% | $2,670+44.9% |
| Participant deferral / active EE | $5,806 | $2,628+120.9% | $4,080+42.3% | $4,125+40.7% |
| Admin fee / account holder | $813 | $3,942-79.4% | $5,644-85.6% | $5,651-85.6% |