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 | $117,283 | $48,230+143.2% | $67,502+73.7% | $80,856+45.1% |
| Participation rate | 91.1% | 66.4%+24.7pp | 72.9%+18.2pp | 67.6%+23.4pp |
| Annual return | 18.99% | 18.28%+0.7pp | 3512.12%-3493.1pp | 35.59%-16.6pp |
| Employer contribution / active EE | $824 | $2,020-59.2% | $2,731-69.8% | $2,755-70.1% |
| Participant deferral / active EE | $7,595 | $2,924+159.8% | $4,000+89.9% | $4,296+76.8% |
| Admin fee / account holder | $2,404 | $3,681-34.7% | $3,998-39.9% | $6,918-65.2% |