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 | $178,808 | $77,419+131.0% | $69,455+157.4% | $152,861+17.0% |
| Participation rate | 85.0% | 78.1%+6.9pp | 74.6%+10.4pp | 82.4%+2.6pp |
| Annual return | 18.72% | 39.06%-20.3pp | 28.97%-10.2pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,000 | $3,315-39.7% | $2,779-28.0% | $4,762-58.0% |
| Participant deferral / active EE | $4,400 | $4,414-0.3% | $3,535+24.4% | $5,850-24.8% |
| Admin fee / account holder | $7,318 | $6,207+17.9% | $3,839+90.6% | $11,596-36.9% |