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 | $210,023 | $67,411+211.6% | $91,001+130.8% | $70,131+199.5% |
| Participation rate | 78.3% | 71.4%+6.9pp | 75.6%+2.7pp | 69.5%+8.7pp |
| Annual return | 19.30% | -40.16%+59.5pp | 4.60%+14.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,127 | $1,786-36.9% | $2,456-54.1% | $2,342-51.9% |
| Participant deferral / active EE | $8,600 | $2,823+204.7% | $3,547+142.4% | $3,332+158.1% |
| Admin fee / account holder | $1,351 | $4,236-68.1% | $5,417-75.1% | $4,645-70.9% |