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 | $90,281 | $48,795+85.0% | $65,493+37.8% | $84,808+6.5% |
| Participation rate | 97.8% | 67.0%+30.8pp | 73.1%+24.7pp | 68.3%+29.5pp |
| Annual return | 11.86% | 20.20%-8.3pp | 982.45%-970.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $7,134 | $1,930+269.7% | $2,574+177.1% | $2,631+171.2% |
| Participant deferral / active EE | $1,431 | $2,928-51.1% | $3,961-63.9% | $4,212-66.0% |
| Admin fee / account holder | $796 | $3,877-79.5% | $5,028-84.2% | $7,344-89.2% |