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 | $110,218 | $72,404+52.2% | $110,2380% | $64,186+71.7% |
| Participation rate | 80.5% | 73.3%+7.2pp | 79.8%+0.7pp | 69.6%+10.9pp |
| Annual return | 10.99% | -6.29%+17.3pp | 314.74%-303.7pp | 7.63%+3.4pp |
| Employer contribution / active EE | $1,279 | $2,282-44.0% | $3,826-66.6% | $2,381-46.3% |
| Participant deferral / active EE | $2,496 | $3,469-28.1% | $4,672-46.6% | $3,470-28.1% |
| Admin fee / account holder | $2,791 | $5,664-50.7% | $8,547-67.3% | $4,888-42.9% |