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 | $81,830 | $65,365+25.2% | $92,893-11.9% | $72,985+12.1% |
| Participation rate | 97.1% | 68.3%+28.8pp | 76.0%+21.1pp | 69.5%+27.7pp |
| Annual return | 25.33% | 42.10%-16.8pp | 109.41%-84.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $4,021 | $2,594+55.0% | $3,653+10.1% | $2,440+64.8% |
| Participant deferral / active EE | $4,472 | $3,128+43.0% | $4,236+5.6% | $3,607+24.0% |
| Admin fee / account holder | $7,873 | $4,251+85.2% | $5,794+35.9% | $5,124+53.6% |