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 | $116,254 | $65,561+77.3% | $86,188+34.9% | $75,163+54.7% |
| Participation rate | 80.8% | 60.5%+20.3pp | 69.0%+11.8pp | 67.2%+13.6pp |
| Annual return | 16.24% | 46.05%-29.8pp | 1168.45%-1152.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,292 | $1,553+47.6% | $2,380-3.7% | $2,670-14.1% |
| Participant deferral / active EE | $4,131 | $3,024+36.6% | $3,985+3.6% | $4,125+0.1% |
| Admin fee / account holder | $562 | $5,474-89.7% | $6,852-91.8% | $5,651-90.1% |