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 | $112,304 | $23,330+381.4% | $64,489+74.1% | $82,448+36.2% |
| Participation rate | 76.0% | 68.3%+7.7pp | 67.7%+8.3pp | 68.1%+7.9pp |
| Annual return | 16.54% | 83.66%-67.1pp | 55.03%-38.5pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,493 | $824+81.1% | $1,523-2.0% | $2,551-41.5% |
| Participant deferral / active EE | $4,305 | $1,707+152.2% | $2,778+55.0% | $4,139+4.0% |
| Admin fee / account holder | $2,142 | $2,946-27.3% | $4,260-49.7% | $7,234-70.4% |