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 | $132,702 | $60,124+120.7% | $90,404+46.8% | $79,858+66.2% |
| Participation rate | 87.9% | 65.0%+22.9pp | 72.7%+15.2pp | 69.6%+18.2pp |
| Annual return | 10.77% | 71.94%-61.2pp | 1293.02%-1282.2pp | 31.71%-20.9pp |
| Employer contribution / active EE | $973 | $2,068-53.0% | $3,262-70.2% | $2,471-60.6% |
| Participant deferral / active EE | $2,689 | $2,938-8.5% | $3,963-32.2% | $3,740-28.1% |
| Admin fee / account holder | $1,720 | $3,976-56.7% | $5,611-69.3% | $5,306-67.6% |