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 | $101,615 | $52,519+93.5% | $155,790-34.8% | $59,632+70.4% |
| Participation rate | 92.0% | 61.7%+30.3pp | 76.1%+15.9pp | 68.7%+23.3pp |
| Annual return | 1.81% | 53.51%-51.7pp | 71.54%-69.7pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $2,000 | $1,589+25.9% | $3,836-47.9% | $2,203-9.2% |
| Participant deferral / active EE | $6,432 | $3,084+108.5% | $4,797+34.1% | $3,192+101.5% |
| Admin fee / account holder | $8,819 | $3,540+149.1% | $7,478+17.9% | $4,297+105.2% |