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 | $99,615 | $89,355+11.5% | $141,162-29.4% | $72,985+36.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 22.33% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,059 | $3,114-33.9% | $4,735-56.5% | $2,440-15.6% |
| Participant deferral / active EE | $4,469 | $5,418-17.5% | $6,709-33.4% | $3,607+23.9% |
| Admin fee / account holder | $21,694 | $5,958+264.1% | $10,261+111.4% | $5,124+323.4% |