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 | $174,913 | $86,929+101.2% | $102,423+70.8% | $80,856+116.3% |
| Participation rate | 83.7% | 72.4%+11.3pp | 76.5%+7.2pp | 67.6%+16.1pp |
| Annual return | 21.49% | 18.88%+2.6pp | 29.32%-7.8pp | 35.59%-14.1pp |
| Employer contribution / active EE | $3,570 | $2,369+50.7% | $3,023+18.1% | $2,755+29.6% |
| Participant deferral / active EE | $6,503 | $4,118+57.9% | $5,053+28.7% | $4,296+51.4% |
| Admin fee / account holder | $2,450 | $8,049-69.6% | $9,451-74.1% | $6,918-64.6% |