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 | $134,551 | $51,638+160.6% | $68,368+96.8% | $82,448+63.2% |
| Participation rate | 87.0% | 63.6%+23.3pp | 73.8%+13.2pp | 68.1%+18.9pp |
| Annual return | 13.87% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $12,586 | $2,047+515.0% | $2,649+375.1% | $2,551+393.4% |
| Participant deferral / active EE | $8,312 | $2,914+185.3% | $4,123+101.6% | $4,139+100.8% |
| Admin fee / account holder | $4,696 | $4,643+1.1% | $5,150-8.8% | $7,234-35.1% |