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 | $99,071 | $73,787+34.3% | $98,716+0.4% | $82,448+20.2% |
| Participation rate | 94.6% | 61.4%+33.2pp | 69.3%+25.3pp | 68.1%+26.5pp |
| Annual return | 18.57% | 18.57%0pp | 31.81%-13.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $7,334 | $1,511+385.3% | $2,279+221.9% | $2,551+187.5% |
| Participant deferral / active EE | $7,405 | $3,081+140.3% | $4,048+83.0% | $4,139+78.9% |
| Admin fee / account holder | $5,415 | $6,500-16.7% | $8,703-37.8% | $7,234-25.1% |