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 | $59,572 | $51,638+15.4% | $68,368-12.9% | $82,448-27.7% |
| Participation rate | 96.6% | 63.6%+32.9pp | 73.8%+22.8pp | 68.1%+28.5pp |
| Annual return | 14.92% | 37.53%-22.6pp | 292.57%-277.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,822 | $2,047+86.7% | $2,649+44.3% | $2,551+49.8% |
| Participant deferral / active EE | $4,111 | $2,914+41.1% | $4,123-0.3% | $4,139-0.7% |
| Admin fee / account holder | $380 | $4,643-91.8% | $5,150-92.6% | $7,234-94.7% |