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 | $81,843 | $84,233-2.8% | $170,442-52.0% | $70,131+16.7% |
| Participation rate | 94.9% | 70.8%+24.0pp | 83.6%+11.3pp | 69.5%+25.3pp |
| Annual return | 17.39% | 23.06%-5.7pp | 205.93%-188.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $5,652 | $3,387+66.9% | $5,433+4.0% | $2,342+141.3% |
| Participant deferral / active EE | $3,890 | $3,086+26.1% | $4,939-21.2% | $3,332+16.8% |
| Admin fee / account holder | $2,903 | $5,698-49.1% | $13,880-79.1% | $4,645-37.5% |