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 | $106,426 | $48,076+121.4% | $78,689+35.2% | $62,891+69.2% |
| Participation rate | 90.9% | 65.2%+25.7pp | 73.6%+17.3pp | 69.3%+21.6pp |
| Annual return | 7.10% | 31.35%-24.3pp | 62.18%-55.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,775 | $2,015-11.9% | $2,851-37.7% | $2,281-22.2% |
| Participant deferral / active EE | $3,038 | $2,588+17.4% | $3,517-13.6% | $3,203-5.2% |
| Admin fee / account holder | $6,309 | $3,207+96.7% | $4,510+39.9% | $4,296+46.9% |