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 8-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 | $129,838 | $88,751+46.3% | $81,812+58.7% | $145,922-11.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 14.45% | 1025.40%-1011.0pp | 773.79%-759.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $909 | $3,083-70.5% | $2,912-68.8% | $4,660-80.5% |
| Participant deferral / active EE | $1,059 | $4,643-77.2% | $4,319-75.5% | $6,688-84.2% |
| Admin fee / account holder | $796 | $8,415-90.5% | $7,386-89.2% | $13,397-94.1% |