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 | $92,701 | $49,922+85.7% | $80,569+15.1% | $75,163+23.3% |
| Participation rate | 89.5% | 55.3%+34.2pp | 67.0%+22.5pp | 67.2%+22.3pp |
| Annual return | 24.76% | 34.69%-9.9pp | 935.43%-910.7pp | 160.62%-135.9pp |
| Employer contribution / active EE | $3,590 | $1,698+111.4% | $2,723+31.8% | $2,670+34.5% |
| Participant deferral / active EE | $8,755 | $2,990+192.8% | $4,447+96.9% | $4,125+112.2% |
| Admin fee / account holder | $4,973 | $3,577+39.0% | $5,377-7.5% | $5,651-12.0% |