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 | $115,193 | $49,922+130.7% | $80,569+43.0% | $75,163+53.3% |
| Participation rate | 72.2% | 55.3%+16.9pp | 67.0%+5.2pp | 67.2%+5.0pp |
| Annual return | 15.47% | 34.69%-19.2pp | 935.43%-920.0pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,908 | $1,698+12.3% | $2,723-30.0% | $2,670-28.5% |
| Participant deferral / active EE | $3,944 | $2,990+31.9% | $4,447-11.3% | $4,125-4.4% |
| Admin fee / account holder | $2,273 | $3,577-36.5% | $5,377-57.7% | $5,651-59.8% |