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 | $184,401 | $81,248+127.0% | $155,509+18.6% | $80,856+128.1% |
| Participation rate | 87.1% | 66.2%+20.9pp | 78.2%+9.0pp | 67.6%+19.5pp |
| Annual return | 17.04% | 33.31%-16.3pp | 64.67%-47.6pp | 35.59%-18.6pp |
| Employer contribution / active EE | $7,481 | $3,100+141.3% | $4,672+60.1% | $2,755+171.5% |
| Participant deferral / active EE | $6,920 | $3,452+100.5% | $5,626+23.0% | $4,296+61.1% |
| Admin fee / account holder | $1,852 | $7,997-76.8% | $15,912-88.4% | $6,918-73.2% |