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 | $84,175 | $65,561+28.4% | $86,188-2.3% | $75,163+12.0% |
| Participation rate | 76.6% | 60.5%+16.1pp | 69.0%+7.6pp | 67.2%+9.4pp |
| Annual return | 18.67% | 46.05%-27.4pp | 1168.45%-1149.8pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,792 | $1,553+15.4% | $2,380-24.7% | $2,670-32.9% |
| Participant deferral / active EE | $5,676 | $3,024+87.7% | $3,985+42.4% | $4,125+37.6% |
| Admin fee / account holder | $3,260 | $5,474-40.4% | $6,852-52.4% | $5,651-42.3% |