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 | $83,750 | $91,190-8.2% | $178,490-53.1% | $79,858+4.9% |
| Participation rate | 95.5% | 69.2%+26.3pp | 81.9%+13.5pp | 69.6%+25.8pp |
| Annual return | 14.58% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,715 | $3,256-47.3% | $5,011-65.8% | $2,471-30.6% |
| Participant deferral / active EE | $3,860 | $3,236+19.3% | $5,202-25.8% | $3,740+3.2% |
| Admin fee / account holder | $2,668 | $6,751-60.5% | $13,984-80.9% | $5,306-49.7% |