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 | $202,865 | $124,281+63.2% | $109,143+85.9% | $167,490+21.1% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 12.18% | 26.04%-13.9pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $5,474 | $4,207+30.1% | $3,722+47.1% | $4,837+13.2% |
| Participant deferral / active EE | $2,123 | $5,255-59.6% | $4,653-54.4% | $6,341-66.5% |
| Admin fee / account holder | $1,567 | $7,970-80.3% | $6,752-76.8% | $12,309-87.3% |