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 | $206,722 | $112,881+83.1% | $90,951+127.3% | $158,922+30.1% |
| Participation rate | 95.7% | 74.7%+20.9pp | 69.0%+26.6pp | 82.0%+13.7pp |
| Annual return | 12.57% | 215.79%-203.2pp | 134.60%-122.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,796 | $2,893-3.4% | $2,122+31.7% | $4,761-41.3% |
| Participant deferral / active EE | $4,298 | $4,128+4.1% | $3,373+27.4% | $5,982-28.2% |
| Admin fee / account holder | $7,069 | $8,041-12.1% | $5,959+18.6% | $11,246-37.1% |