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 | $193,002 | $135,952+42.0% | $123,892+55.8% | $273,961-29.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.24% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,914 | $5,170-43.6% | $4,617-36.9% | $4,869-40.2% |
| Participant deferral / active EE | $10,660 | $6,343+68.1% | $5,984+78.1% | $5,287+101.6% |
| Admin fee / account holder | $1,536 | $9,817-84.4% | $8,357-81.6% | $10,132-84.8% |