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 | $126,832 | $89,753+41.3% | $107,525+18.0% | $84,808+49.6% |
| Participation rate | 84.8% | 68.1%+16.7pp | 75.1%+9.7pp | 68.3%+16.5pp |
| Annual return | 14.64% | 29.48%-14.8pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,608 | $3,113-16.2% | $3,754-30.5% | $2,631-0.9% |
| Participant deferral / active EE | $5,798 | $4,056+42.9% | $5,116+13.3% | $4,212+37.7% |
| Admin fee / account holder | $9,148 | $7,222+26.7% | $8,919+2.6% | $7,344+24.6% |