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 | $86,994 | $83,902+3.7% | $167,512-48.1% | $84,808+2.6% |
| Participation rate | 92.3% | 66.5%+25.8pp | 77.1%+15.3pp | 68.3%+24.0pp |
| Annual return | 17.51% | 91.55%-74.0pp | 1615.79%-1598.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,103 | $2,264-7.1% | $3,882-45.8% | $2,631-20.1% |
| Participant deferral / active EE | $8,841 | $4,442+99.0% | $6,405+38.0% | $4,212+109.9% |
| Admin fee / account holder | $15,540 | $7,915+96.3% | $9,769+59.1% | $7,344+111.6% |