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 | $114,641 | $85,202+34.6% | $172,739-33.6% | $72,985+57.1% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 22.63% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,601 | $3,324-51.9% | $5,143-68.9% | $2,440-34.4% |
| Participant deferral / active EE | $3,412 | $3,260+4.7% | $5,198-34.4% | $3,607-5.4% |
| Admin fee / account holder | $1,323 | $5,884-77.5% | $13,954-90.5% | $5,124-74.2% |