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 | $101,507 | $76,407+32.9% | $150,298-32.5% | $82,448+23.1% |
| Participation rate | 85.0% | 66.4%+18.6pp | 77.8%+7.2pp | 68.1%+16.9pp |
| Annual return | 21.30% | 39.99%-18.7pp | 62.79%-41.5pp | 41.64%-20.3pp |
| Employer contribution / active EE | $2,348 | $2,614-10.2% | $4,154-43.5% | $2,551-7.9% |
| Participant deferral / active EE | $3,776 | $3,214+17.5% | $5,453-30.8% | $4,139-8.8% |
| Admin fee / account holder | $15,745 | $6,352+147.9% | $14,116+11.5% | $7,234+117.6% |