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 | $117,498 | $87,870+33.7% | $113,168+3.8% | $74,304+58.1% |
| Participation rate | 90.7% | 70.7%+20.0pp | 76.6%+14.2pp | 60.3%+30.4pp |
| Annual return | 14.96% | 26.44%-11.5pp | 24.27%-9.3pp | 29.43%-14.5pp |
| Employer contribution / active EE | $664 | $2,277-70.8% | $2,975-77.7% | $2,241-70.4% |
| Participant deferral / active EE | $6,001 | $4,241+41.5% | $5,107+17.5% | $3,767+59.3% |
| Admin fee / account holder | $400 | $3,368-88.1% | $12,068-96.7% | $2,969-86.5% |