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 | $83,104 | $54,705+51.9% | $71,209+16.7% | $84,808-2.0% |
| Participation rate | 96.2% | 64.1%+32.1pp | 73.8%+22.4pp | 68.3%+27.8pp |
| Annual return | 18.31% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $7,630 | $2,158+253.6% | $2,721+180.4% | $2,631+190.0% |
| Participant deferral / active EE | $4,046 | $3,030+33.5% | $4,175-3.1% | $4,212-3.9% |
| Admin fee / account holder | $4,074 | $4,863-16.2% | $5,349-23.8% | $7,344-44.5% |