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 | $138,526 | $63,355+118.6% | $91,989+50.6% | $72,985+89.8% |
| Participation rate | 87.3% | 72.5%+14.8pp | 78.6%+8.6pp | 69.5%+17.8pp |
| Annual return | 25.06% | 35.35%-10.3pp | 69.02%-44.0pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,397 | $2,116-34.0% | $3,452-59.5% | $2,440-42.7% |
| Participant deferral / active EE | $8,775 | $4,883+79.7% | $5,923+48.2% | $3,607+143.3% |
| Admin fee / account holder | $10,010 | $4,668+114.4% | $7,743+29.3% | $5,124+95.3% |