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 | $115,141 | $60,124+91.5% | $90,404+27.4% | $79,858+44.2% |
| Participation rate | 77.1% | 65.0%+12.2pp | 72.7%+4.5pp | 69.6%+7.5pp |
| Annual return | 15.78% | 71.94%-56.2pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,253 | $2,068+9.0% | $3,262-30.9% | $2,471-8.8% |
| Participant deferral / active EE | $4,224 | $2,938+43.8% | $3,963+6.6% | $3,740+13.0% |
| Admin fee / account holder | $9,027 | $3,976+127.0% | $5,611+60.9% | $5,306+70.1% |