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 | $100,852 | $76,000+32.7% | $154,107-34.6% | $64,186+57.1% |
| Participation rate | 88.5% | 70.4%+18.0pp | 83.0%+5.4pp | 69.6%+18.9pp |
| Annual return | 3.19% | 30.32%-27.1pp | 735.12%-731.9pp | 7.63%-4.4pp |
| Employer contribution / active EE | $6,543 | $3,351+95.3% | $5,298+23.5% | $2,381+174.8% |
| Participant deferral / active EE | $5,100 | $3,175+60.6% | $5,081+0.4% | $3,470+47.0% |
| Admin fee / account holder | $61,346 | $5,596+996.2% | $13,411+357.4% | $4,888+1155.0% |