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 | $197,955 | $162,781+21.6% | $133,956+47.8% | $158,922+24.6% |
| Participation rate | 95.7% | 83.2%+12.4pp | 79.8%+15.8pp | 82.0%+13.7pp |
| Annual return | 15.39% | 41.94%-26.6pp | 45.09%-29.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,597 | $4,975-47.8% | $3,919-33.7% | $4,761-45.4% |
| Participant deferral / active EE | $2,873 | $5,911-51.4% | $5,048-43.1% | $5,982-52.0% |
| Admin fee / account holder | $2,250 | $11,736-80.8% | $8,927-74.8% | $11,246-80.0% |