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 | $96,236 | $85,202+13.0% | $172,739-44.3% | $72,985+31.9% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.6%+8.5pp | 69.5%+21.7pp |
| Annual return | 23.05% | 27.32%-4.3pp | 802.84%-779.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,411 | $3,324-27.5% | $5,143-53.1% | $2,440-1.2% |
| Participant deferral / active EE | $5,189 | $3,260+59.2% | $5,198-0.2% | $3,607+43.8% |
| Admin fee / account holder | $715 | $5,884-87.9% | $13,954-94.9% | $5,124-86.1% |