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 | $93,009 | $65,041+43.0% | $90,951+2.3% | $79,858+16.5% |
| Participation rate | 97.9% | 61.6%+36.3pp | 69.0%+28.9pp | 69.6%+28.2pp |
| Annual return | 14.29% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $5,917 | $1,247+374.5% | $2,122+178.9% | $2,471+139.5% |
| Participant deferral / active EE | $2,312 | $2,512-8.0% | $3,373-31.5% | $3,740-38.2% |
| Admin fee / account holder | $1,831 | $4,536-59.6% | $5,959-69.3% | $5,306-65.5% |