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 | $117,284 | $83,902+39.8% | $167,512-30.0% | $84,808+38.3% |
| Participation rate | 84.4% | 66.5%+17.9pp | 77.1%+7.3pp | 68.3%+16.1pp |
| Annual return | 16.03% | 91.55%-75.5pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,217 | $2,264-46.2% | $3,882-68.6% | $2,631-53.7% |
| Participant deferral / active EE | $5,890 | $4,442+32.6% | $6,405-8.0% | $4,212+39.9% |
| Admin fee / account holder | $3,259 | $7,915-58.8% | $9,769-66.6% | $7,344-55.6% |