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 | $103,686 | $51,175+102.6% | $70,515+47.0% | $75,163+37.9% |
| Participation rate | 88.7% | 60.9%+27.8pp | 68.3%+20.4pp | 67.2%+21.5pp |
| Annual return | 19.43% | 30.02%-10.6pp | 32.77%-13.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,617 | $1,826-11.5% | $2,973-45.6% | $2,670-39.4% |
| Participant deferral / active EE | $5,685 | $2,849+99.5% | $4,567+24.5% | $4,125+37.8% |
| Admin fee / account holder | $12,974 | $4,091+217.2% | $6,412+102.3% | $5,651+129.6% |