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 | $104,506 | $82,630+26.5% | $64,105+63.0% | $125,391-16.7% |
| Participation rate | 92.3% | 75.9%+16.5pp | 68.2%+24.1pp | 83.2%+9.1pp |
| Annual return | 0.80% | 1489.72%-1488.9pp | 791.24%-790.4pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,592 | $2,671-40.4% | $1,820-12.5% | $4,866-67.3% |
| Participant deferral / active EE | $5,934 | $3,608+64.5% | $2,822+110.3% | $5,352+10.9% |
| Admin fee / account holder | $6,599 | $6,382+3.4% | $4,499+46.7% | $9,540-30.8% |