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 | $117,490 | $52,953+121.9% | $172,739-32.0% | $65,185+80.2% |
| Participation rate | 90.4% | 66.2%+24.2pp | 82.6%+7.8pp | 70.2%+20.2pp |
| Annual return | 19.62% | 30.12%-10.5pp | 802.84%-783.2pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,217 | $2,190-44.4% | $5,143-76.3% | $2,177-44.1% |
| Participant deferral / active EE | $4,883 | $2,471+97.6% | $5,198-6.1% | $3,514+39.0% |
| Admin fee / account holder | $3,803 | $472+705.9% | $13,954-72.7% | $847+348.9% |