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 | $174,479 | $110,257+58.2% | $96,544+80.7% | $139,434+25.1% |
| Participation rate | 77.3% | 78.1%-0.8pp | 76.0%+1.3pp | 80.3%-3.0pp |
| Annual return | 17.42% | 26.32%-8.9pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,542 | $3,620-29.8% | $2,965-14.3% | $4,751-46.5% |
| Participant deferral / active EE | $21,507 | $5,548+287.7% | $4,851+343.4% | $6,710+220.5% |
| Admin fee / account holder | $1,918 | $11,591-83.5% | $8,252-76.8% | $11,403-83.2% |