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 | $86,059 | $60,124+43.1% | $90,404-4.8% | $79,858+7.8% |
| Participation rate | 98.5% | 65.0%+33.5pp | 72.7%+25.8pp | 69.6%+28.9pp |
| Annual return | 12.10% | 71.94%-59.8pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,254 | $2,068+9.0% | $3,262-30.9% | $2,471-8.8% |
| Participant deferral / active EE | $7,005 | $2,938+138.4% | $3,963+76.7% | $3,740+87.3% |
| Admin fee / account holder | $16,461 | $3,976+314.0% | $5,611+193.4% | $5,306+210.2% |