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 | $86,093 | $72,404+18.9% | $110,238-21.9% | $64,186+34.1% |
| Participation rate | 96.9% | 73.3%+23.6pp | 79.8%+17.1pp | 69.6%+27.3pp |
| Annual return | 11.06% | -6.29%+17.4pp | 314.74%-303.7pp | 7.63%+3.4pp |
| Employer contribution / active EE | $9,049 | $2,282+296.6% | $3,826+136.5% | $2,381+280.1% |
| Participant deferral / active EE | $5,962 | $3,469+71.9% | $4,672+27.6% | $3,470+71.8% |
| Admin fee / account holder | $5,526 | $5,664-2.4% | $8,547-35.3% | $4,888+13.1% |