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 | $82,737 | $52,353+58.0% | $120,225-31.2% | $82,448+0.4% |
| Participation rate | 98.7% | 58.3%+40.4pp | 69.6%+29.1pp | 68.1%+30.6pp |
| Annual return | 15.44% | 61.85%-46.4pp | 439.23%-423.8pp | 41.64%-26.2pp |
| Employer contribution / active EE | $464 | $1,510-69.2% | $3,475-86.6% | $2,551-81.8% |
| Participant deferral / active EE | $5,917 | $2,627+125.3% | $3,999+48.0% | $4,139+43.0% |
| Admin fee / account holder | $952 | $4,363-78.2% | $5,696-83.3% | $7,234-86.8% |