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 | $208,232 | $133,922+55.5% | $116,228+79.2% | $142,382+46.2% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.6%+2.4pp | 80.1%-3.2pp |
| Annual return | 10.06% | 147.76%-137.7pp | 90.06%-80.0pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,638 | $3,446-52.5% | $2,994-45.3% | $4,299-61.9% |
| Participant deferral / active EE | $9,381 | $5,672+65.4% | $4,953+89.4% | $6,507+44.2% |
| Admin fee / account holder | $16,295 | $14,945+9.0% | $11,989+35.9% | $12,624+29.1% |