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 | $87,029 | $77,634+12.1% | $156,549-44.4% | $62,891+38.4% |
| Participation rate | 94.7% | 71.2%+23.5pp | 84.0%+10.7pp | 69.3%+25.4pp |
| Annual return | 5.99% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.2pp |
| Employer contribution / active EE | $6,224 | $3,444+80.7% | $5,501+13.1% | $2,281+172.9% |
| Participant deferral / active EE | $4,023 | $3,045+32.1% | $4,871-17.4% | $3,203+25.6% |
| Admin fee / account holder | $30,426 | $5,561+447.1% | $13,027+133.6% | $4,296+608.3% |