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 | $114,994 | $72,400+58.8% | $67,502+70.4% | $145,922-21.2% |
| Participation rate | 90.9% | 76.9%+14.1pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 14.00% | 7182.46%-7168.5pp | 3512.12%-3498.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,528 | $3,069-50.2% | $2,731-44.0% | $4,660-67.2% |
| Participant deferral / active EE | $4,448 | $4,783-7.0% | $4,000+11.2% | $6,688-33.5% |
| Admin fee / account holder | $43,332 | $5,539+682.3% | $3,998+983.9% | $13,397+223.4% |