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 | $83,674 | $60,124+39.2% | $90,404-7.4% | $79,858+4.8% |
| Participation rate | 90.3% | 65.0%+25.3pp | 72.7%+17.6pp | 69.6%+20.7pp |
| Annual return | 12.02% | 71.94%-59.9pp | 1293.02%-1281.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $6,031 | $2,068+191.7% | $3,262+84.9% | $2,471+144.1% |
| Participant deferral / active EE | $4,329 | $2,938+47.3% | $3,963+9.2% | $3,740+15.7% |
| Admin fee / account holder | $3,111 | $3,976-21.8% | $5,611-44.5% | $5,306-41.4% |