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 | $171,513 | $77,899+120.2% | $149,673+14.6% | $75,163+128.2% |
| Participation rate | 92.7% | 65.6%+27.1pp | 78.8%+13.9pp | 67.2%+25.5pp |
| Annual return | 20.64% | 31.72%-11.1pp | 134.42%-113.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $976 | $3,137-68.9% | $4,818-79.7% | $2,670-63.5% |
| Participant deferral / active EE | $8,074 | $3,411+136.7% | $5,680+42.2% | $4,125+95.7% |
| Admin fee / account holder | $1,019 | $5,956-82.9% | $13,210-92.3% | $5,651-82.0% |