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 | $126,595 | $88,751+42.6% | $81,812+54.7% | $145,922-13.2% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 18.18% | 1025.40%-1007.2pp | 773.79%-755.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,903 | $3,083-5.9% | $2,912-0.3% | $4,660-37.7% |
| Participant deferral / active EE | $7,294 | $4,643+57.1% | $4,319+68.9% | $6,688+9.1% |
| Admin fee / account holder | $8,702 | $8,415+3.4% | $7,386+17.8% | $13,397-35.0% |