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 | $78,639 | $48,230+63.0% | $67,502+16.5% | $80,856-2.7% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.6%+29.4pp |
| Annual return | 13.37% | 18.28%-4.9pp | 3512.12%-3498.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,095 | $2,020-45.8% | $2,731-59.9% | $2,755-60.3% |
| Participant deferral / active EE | $3,968 | $2,924+35.7% | $4,000-0.8% | $4,296-7.6% |
| Admin fee / account holder | $9,769 | $3,681+165.4% | $3,998+144.4% | $6,918+41.2% |