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 | $81,609 | $91,190-10.5% | $178,490-54.3% | $79,858+2.2% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | 16.25% | 24.19%-7.9pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $784 | $3,256-75.9% | $5,011-84.3% | $2,471-68.3% |
| Participant deferral / active EE | $5,146 | $3,236+59.0% | $5,202-1.1% | $3,740+37.6% |
| Admin fee / account holder | $607 | $6,751-91.0% | $13,984-95.7% | $5,306-88.6% |