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 | $103,570 | $85,202+21.6% | $172,739-40.0% | $72,985+41.9% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 19.12% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,056 | $3,324-38.1% | $5,143-60.0% | $2,440-15.7% |
| Participant deferral / active EE | $3,839 | $3,260+17.7% | $5,198-26.1% | $3,607+6.4% |
| Admin fee / account holder | $724 | $5,884-87.7% | $13,954-94.8% | $5,124-85.9% |