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 | $231,152 | $172,111+34.3% | $150,298+53.8% | $137,256+68.4% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 17.32% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,227 | $4,636-30.4% | $4,154-22.3% | $4,156-22.4% |
| Participant deferral / active EE | $7,380 | $6,166+19.7% | $5,453+35.3% | $6,407+15.2% |
| Admin fee / account holder | $641 | $16,471-96.1% | $14,116-95.5% | $12,270-94.8% |