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 | $106,086 | $89,355+18.7% | $141,162-24.8% | $72,985+45.4% |
| Participation rate | 98.5% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.0pp |
| Annual return | 30.07% | 111.85%-81.8pp | 71.39%-41.3pp | 81.00%-50.9pp |
| Employer contribution / active EE | $1,595 | $3,114-48.8% | $4,735-66.3% | $2,440-34.6% |
| Participant deferral / active EE | $8,693 | $5,418+60.4% | $6,709+29.6% | $3,607+141.0% |
| Admin fee / account holder | $10,478 | $5,958+75.9% | $10,261+2.1% | $5,124+104.5% |