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 | $186,731 | $112,729+65.6% | $98,716+89.2% | $137,256+36.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 16.01% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,884 | $2,725-30.9% | $2,279-17.3% | $4,156-54.7% |
| Participant deferral / active EE | $6,360 | $4,640+37.1% | $4,048+57.1% | $6,407-0.7% |
| Admin fee / account holder | $2,180 | $10,129-78.5% | $8,703-74.9% | $12,270-82.2% |