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 | $154,441 | $91,190+69.4% | $178,490-13.5% | $79,858+93.4% |
| Participation rate | 90.7% | 69.2%+21.5pp | 81.9%+8.8pp | 69.6%+21.1pp |
| Annual return | 11.23% | 24.19%-13.0pp | 151.07%-139.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,182 | $3,256-33.0% | $5,011-56.5% | $2,471-11.7% |
| Participant deferral / active EE | $5,580 | $3,236+72.4% | $5,202+7.3% | $3,740+49.2% |
| Admin fee / account holder | $1,106 | $6,751-83.6% | $13,984-92.1% | $5,306-79.2% |