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 | $71,096 | $31,310+127.1% | $53,898+31.9% | $74,304-4.3% |
| Participation rate | 91.1% | 30.7%+60.4pp | 55.0%+36.1pp | 60.3%+30.7pp |
| Annual return | 17.05% | 23.16%-6.1pp | 528.60%-511.6pp | 29.43%-12.4pp |
| Employer contribution / active EE | $522 | $450+16.2% | $932-43.9% | $2,241-76.7% |
| Participant deferral / active EE | $5,536 | $934+492.6% | $1,826+203.1% | $3,767+47.0% |
| Admin fee / account holder | $3,120 | $2,175+43.4% | $2,491+25.3% | $2,969+5.1% |