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 | $95,776 | $65,409+46.4% | $98,442-2.7% | $85,850+11.6% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.3%+27.9pp |
| Annual return | 31.31% | 21.76%+9.6pp | 1492.73%-1461.4pp | 318.53%-287.2pp |
| Employer contribution / active EE | $3,120 | $2,168+43.9% | $2,960+5.4% | $2,565+21.6% |
| Participant deferral / active EE | $4,460 | $3,166+40.8% | $4,276+4.3% | $3,952+12.9% |
| Admin fee / account holder | $9,023 | $4,593+96.5% | $5,949+51.7% | $6,260+44.1% |