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 | $84,730 | $50,666+67.2% | $76,817+10.3% | $65,185+30.0% |
| Participation rate | 99.0% | 68.8%+30.2pp | 72.1%+27.0pp | 70.2%+28.8pp |
| Annual return | 23.49% | 28.51%-5.0pp | 1166.11%-1142.6pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,259 | $1,575-20.0% | $2,302-45.3% | $2,177-42.1% |
| Participant deferral / active EE | $4,269 | $2,647+61.3% | $3,336+28.0% | $3,514+21.5% |
| Admin fee / account holder | $3,497 | $463+655.4% | $6,420-45.5% | $847+312.8% |