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 | $121,304 | $52,519+131.0% | $155,790-22.1% | $59,632+103.4% |
| Participation rate | 88.1% | 61.7%+26.4pp | 76.1%+12.0pp | 68.7%+19.4pp |
| Annual return | 2.67% | 53.51%-50.8pp | 71.54%-68.9pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $4,541 | $1,589+185.8% | $3,836+18.4% | $2,203+106.2% |
| Participant deferral / active EE | $9,396 | $3,084+204.6% | $4,797+95.9% | $3,192+194.4% |
| Admin fee / account holder | $9,674 | $3,540+173.3% | $7,478+29.4% | $4,297+125.1% |