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 | $163,431 | $93,571+74.7% | $135,903+20.3% | $75,163+117.4% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 20.91% | 30.90%-10.0pp | 68.23%-47.3pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,331 | $3,537-34.1% | $4,856-52.0% | $2,670-12.7% |
| Participant deferral / active EE | $11,144 | $6,404+74.0% | $7,758+43.7% | $4,125+170.2% |
| Admin fee / account holder | $11,354 | $6,975+62.8% | $10,762+5.5% | $5,651+100.9% |