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 | $127,629 | $63,346+101.5% | $92,233+38.4% | $70,131+82.0% |
| Participation rate | 71.2% | 68.7%+2.5pp | 76.5%-5.3pp | 69.5%+1.6pp |
| Annual return | 14.22% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $978 | $2,471-60.4% | $3,679-73.4% | $2,342-58.3% |
| Participant deferral / active EE | $4,594 | $2,854+61.0% | $3,897+17.9% | $3,332+37.9% |
| Admin fee / account holder | $12,346 | $3,840+221.5% | $5,194+137.7% | $4,645+165.8% |