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 | $94,327 | $77,314+22.0% | $177,989-47.0% | $80,856+16.7% |
| Participation rate | 96.9% | 65.7%+31.2pp | 77.1%+19.8pp | 67.6%+29.2pp |
| Annual return | 12.68% | 18.09%-5.4pp | 294.48%-281.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $8,371 | $2,292+265.2% | $3,949+112.0% | $2,755+203.9% |
| Participant deferral / active EE | $7,739 | $4,411+75.5% | $6,276+23.3% | $4,296+80.2% |
| Admin fee / account holder | $8,757 | $7,191+21.8% | $10,363-15.5% | $6,918+26.6% |