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 | $112,707 | $69,207+62.9% | $64,056+76.0% | $139,434-19.2% |
| Participation rate | 78.6% | 75.6%+3.0pp | 72.3%+6.3pp | 80.3%-1.7pp |
| Annual return | 11.97% | 45.88%-33.9pp | 33.69%-21.7pp | 372.94%-361.0pp |
| Employer contribution / active EE | $3,766 | $3,182+18.3% | $2,747+37.1% | $4,751-20.7% |
| Participant deferral / active EE | $5,317 | $4,682+13.6% | $3,880+37.0% | $6,710-20.8% |
| Admin fee / account holder | $1,204 | $4,244-71.6% | $3,068-60.8% | $11,403-89.4% |