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 | $89,570 | $85,766+4.4% | $136,294-34.3% | $70,131+27.7% |
| Participation rate | 88.6% | 74.2%+14.4pp | 81.9%+6.7pp | 69.5%+19.0pp |
| Annual return | 20.39% | 31.45%-11.1pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,023 | $2,966-31.8% | $4,695-56.9% | $2,342-13.7% |
| Participant deferral / active EE | $4,887 | $5,051-3.2% | $6,247-21.8% | $3,332+46.7% |
| Admin fee / account holder | $3,166 | $5,420-41.6% | $9,243-65.8% | $4,645-31.9% |