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 | $68,716 | $65,561+4.8% | $86,188-20.3% | $75,163-8.6% |
| Participation rate | 97.2% | 60.5%+36.7pp | 69.0%+28.3pp | 67.2%+30.0pp |
| Annual return | 13.61% | 46.05%-32.4pp | 1168.45%-1154.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $4,167 | $1,553+168.4% | $2,380+75.1% | $2,670+56.1% |
| Participant deferral / active EE | $2,241 | $3,024-25.9% | $3,985-43.8% | $4,125-45.7% |
| Admin fee / account holder | $3,323 | $5,474-39.3% | $6,852-51.5% | $5,651-41.2% |