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 | $93,195 | $70,756+31.7% | $65,493+42.3% | $142,382-34.5% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 12.34% | 1754.89%-1742.5pp | 982.45%-970.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,073 | $2,881+41.4% | $2,574+58.2% | $4,299-5.3% |
| Participant deferral / active EE | $5,406 | $4,637+16.6% | $3,961+36.5% | $6,507-16.9% |
| Admin fee / account holder | $1,723 | $6,559-73.7% | $5,028-65.7% | $12,624-86.3% |