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 4-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 | $97,119 | $84,556+14.9% | $116,228-16.4% | $74,304+30.7% |
| Participation rate | 80.2% | 66.0%+14.2pp | 74.6%+5.6pp | 60.3%+19.8pp |
| Annual return | 18.16% | 18.35%-0.2pp | 90.06%-71.9pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,929 | $2,168-11.0% | $2,994-35.6% | $2,241-13.9% |
| Participant deferral / active EE | $4,751 | $3,814+24.6% | $4,953-4.1% | $3,767+26.1% |
| Admin fee / account holder | $2,014 | $3,792-46.9% | $11,989-83.2% | $2,969-32.2% |