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 | $109,230 | $99,079+10.2% | $77,999+40.0% | $273,961-60.1% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.5%+17.8pp | 83.0%+10.3pp |
| Annual return | 9.61% | 217.93%-208.3pp | 425.96%-416.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $6,739 | $3,308+103.7% | $2,470+172.8% | $4,869+38.4% |
| Participant deferral / active EE | $8,503 | $4,306+97.5% | $3,497+143.2% | $5,287+60.8% |
| Admin fee / account holder | $42,022 | $8,954+369.3% | $5,480+666.8% | $10,132+314.7% |