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 | $105,887 | $73,933+43.2% | $96,683+9.5% | $75,163+40.9% |
| Participation rate | 78.9% | 66.4%+12.5pp | 74.3%+4.5pp | 67.2%+11.7pp |
| Annual return | 17.81% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $9,021 | $2,928+208.1% | $3,737+141.4% | $2,670+237.9% |
| Participant deferral / active EE | $4,352 | $3,659+19.0% | $4,878-10.8% | $4,125+5.5% |
| Admin fee / account holder | $8,286 | $5,216+58.9% | $6,730+23.1% | $5,651+46.6% |