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 | $118,477 | $89,355+32.6% | $141,162-16.1% | $72,985+62.3% |
| Participation rate | 88.6% | 75.1%+13.5pp | 82.5%+6.1pp | 69.5%+19.1pp |
| Annual return | 20.98% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,747 | $3,114-43.9% | $4,735-63.1% | $2,440-28.4% |
| Participant deferral / active EE | $8,554 | $5,418+57.9% | $6,709+27.5% | $3,607+137.1% |
| Admin fee / account holder | $9,113 | $5,958+52.9% | $10,261-11.2% | $5,124+77.8% |