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 | $162,996 | $127,777+27.6% | $106,548+53.0% | $167,490-2.7% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 14.97% | 33.87%-18.9pp | 26.80%-11.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,802 | $3,427-47.4% | $2,819-36.1% | $4,837-62.7% |
| Participant deferral / active EE | $6,600 | $5,087+29.7% | $4,398+50.1% | $6,341+4.1% |
| Admin fee / account holder | $22,764 | $11,228+102.7% | $7,407+207.3% | $12,309+84.9% |