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 | $116,968 | $71,050+64.6% | $93,606+25.0% | $80,856+44.7% |
| Participation rate | 74.0% | 60.4%+13.6pp | 68.7%+5.3pp | 67.6%+6.4pp |
| Annual return | 11.51% | 11.26%+0.3pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,242 | $1,564-20.6% | $2,420-48.7% | $2,755-54.9% |
| Participant deferral / active EE | $5,311 | $4,034+31.7% | $4,411+20.4% | $4,296+23.6% |
| Admin fee / account holder | $33,697 | $6,945+385.2% | $8,285+306.7% | $6,918+387.1% |