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 | $107,341 | $78,422+36.9% | $95,952+11.9% | $79,858+34.4% |
| Participation rate | 97.9% | 73.5%+24.4pp | 77.1%+20.8pp | 69.6%+28.3pp |
| Annual return | 18.43% | 19.37%-0.9pp | 91.61%-73.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,415 | $1,945-27.2% | $2,541-44.3% | $2,471-42.7% |
| Participant deferral / active EE | $4,611 | $3,440+34.1% | $4,167+10.7% | $3,740+23.3% |
| Admin fee / account holder | $2,448 | $5,622-56.5% | $6,795-64.0% | $5,306-53.9% |