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 | $79,189 | $65,041+21.8% | $90,951-12.9% | $79,858-0.8% |
| Participation rate | 75.6% | 61.6%+13.9pp | 69.0%+6.5pp | 69.6%+5.9pp |
| Annual return | 14.10% | 30.45%-16.4pp | 134.60%-120.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,431 | $1,247+14.7% | $2,122-32.6% | $2,471-42.1% |
| Participant deferral / active EE | $3,835 | $2,512+52.7% | $3,373+13.7% | $3,740+2.5% |
| Admin fee / account holder | $360 | $4,536-92.1% | $5,959-94.0% | $5,306-93.2% |