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 | $93,126 | $85,766+8.6% | $136,294-31.7% | $70,131+32.8% |
| Participation rate | 79.5% | 74.2%+5.3pp | 81.9%-2.4pp | 69.5%+9.9pp |
| Annual return | 16.42% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $805 | $2,966-72.8% | $4,695-82.8% | $2,342-65.6% |
| Participant deferral / active EE | $5,589 | $5,051+10.6% | $6,247-10.5% | $3,332+67.7% |
| Admin fee / account holder | $17,000 | $5,420+213.6% | $9,243+83.9% | $4,645+266.0% |