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 | $104,063 | $91,190+14.1% | $178,490-41.7% | $79,858+30.3% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 20.35% | 24.19%-3.8pp | 151.07%-130.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $6,309 | $3,256+93.8% | $5,011+25.9% | $2,471+155.4% |
| Participant deferral / active EE | $4,595 | $3,236+42.0% | $5,202-11.7% | $3,740+22.8% |
| Admin fee / account holder | $1,373 | $6,751-79.7% | $13,984-90.2% | $5,306-74.1% |