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 | $234,830 | $157,256+49.3% | $141,162+66.4% | $152,861+53.6% |
| Participation rate | 76.2% | 84.8%-8.6pp | 82.5%-6.3pp | 82.4%-6.3pp |
| Annual return | 23.06% | 64.32%-41.3pp | 71.39%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,366 | $5,261-74.0% | $4,735-71.2% | $4,762-71.3% |
| Participant deferral / active EE | $3,071 | $7,109-56.8% | $6,709-54.2% | $5,850-47.5% |
| Admin fee / account holder | $6,653 | $12,120-45.1% | $10,261-35.2% | $11,596-42.6% |