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 | $69,768 | $47,479+46.9% | $62,929+10.9% | $82,448-15.4% |
| Participation rate | 90.2% | 66.9%+23.3pp | 73.1%+17.1pp | 68.1%+22.1pp |
| Annual return | 12.47% | 20.34%-7.9pp | 1063.93%-1051.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,667 | $1,885+41.4% | $2,505+6.5% | $2,551+4.5% |
| Participant deferral / active EE | $5,213 | $2,870+81.6% | $3,888+34.1% | $4,139+25.9% |
| Admin fee / account holder | $6,520 | $3,804+71.4% | $5,065+28.7% | $7,234-9.9% |