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 | $90,334 | $48,364+86.8% | $71,796+25.8% | $62,891+43.6% |
| Participation rate | 82.6% | 60.6%+22.0pp | 69.1%+13.5pp | 69.3%+13.3pp |
| Annual return | 12.52% | 13.16%-0.6pp | 78.04%-65.5pp | 20.14%-7.6pp |
| Employer contribution / active EE | $1,909 | $1,042+83.2% | $1,924-0.8% | $2,281-16.3% |
| Participant deferral / active EE | $4,360 | $2,091+108.5% | $2,794+56.0% | $3,203+36.1% |
| Admin fee / account holder | $804 | $3,771-78.7% | $4,815-83.3% | $4,296-81.3% |