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 | $73,248 | $105,998-30.9% | $92,233-20.6% | $147,584-50.4% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 17.77% | 50.05%-32.3pp | 176.28%-158.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $4,205 | $4,333-2.9% | $3,679+14.3% | $4,876-13.8% |
| Participant deferral / active EE | $8,277 | $4,478+84.8% | $3,897+112.4% | $5,439+52.2% |
| Admin fee / account holder | $7,866 | $6,332+24.2% | $5,194+51.4% | $10,885-27.7% |