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 | $101,388 | $85,202+19.0% | $172,739-41.3% | $72,985+38.9% |
| Participation rate | 98.0% | 70.1%+27.9pp | 82.6%+15.3pp | 69.5%+28.5pp |
| Annual return | 21.45% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,571 | $3,324+7.4% | $5,143-30.6% | $2,440+46.3% |
| Participant deferral / active EE | $2,897 | $3,260-11.1% | $5,198-44.3% | $3,607-19.7% |
| Admin fee / account holder | $2,802 | $5,884-52.4% | $13,954-79.9% | $5,124-45.3% |