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 | $113,138 | $48,230+134.6% | $67,502+67.6% | $80,856+39.9% |
| Participation rate | 80.8% | 66.4%+14.4pp | 72.9%+7.9pp | 67.6%+13.1pp |
| Annual return | 13.05% | 18.28%-5.2pp | 3512.12%-3499.1pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,512 | $2,020+123.4% | $2,731+65.2% | $2,755+63.8% |
| Participant deferral / active EE | $3,764 | $2,924+28.7% | $4,000-5.9% | $4,296-12.4% |
| Admin fee / account holder | $4,598 | $3,681+24.9% | $3,998+15.0% | $6,918-33.5% |