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 | $164,992 | $86,929+89.8% | $102,423+61.1% | $80,856+104.1% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 10.43% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,224 | $2,369+36.1% | $3,023+6.6% | $2,755+17.0% |
| Participant deferral / active EE | $6,425 | $4,118+56.0% | $5,053+27.2% | $4,296+49.6% |
| Admin fee / account holder | $45,478 | $8,049+465.0% | $9,451+381.2% | $6,918+557.4% |