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 | $67,602 | $53,127+27.2% | $86,590-21.9% | $70,131-3.6% |
| Participation rate | 91.2% | 65.3%+25.9pp | 73.5%+17.7pp | 69.5%+21.7pp |
| Annual return | 20.13% | 27.66%-7.5pp | 964.84%-944.7pp | 73.14%-53.0pp |
| Employer contribution / active EE | $7,681 | $2,068+271.4% | $2,839+170.5% | $2,342+227.9% |
| Participant deferral / active EE | $2,535 | $2,696-6.0% | $3,609-29.8% | $3,332-23.9% |
| Admin fee / account holder | $7,299 | $3,585+103.6% | $4,906+48.8% | $4,645+57.1% |