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 | $186,420 | $108,825+71.3% | $156,181+19.4% | $82,448+126.1% |
| Participation rate | 96.2% | 72.4%+23.8pp | 78.8%+17.3pp | 68.1%+28.1pp |
| Annual return | 14.88% | 20.59%-5.7pp | 64.87%-50.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $4,215 | $2,870+46.9% | $4,294-1.8% | $2,551+65.2% |
| Participant deferral / active EE | $8,471 | $4,577+85.1% | $6,132+38.1% | $4,139+104.6% |
| Admin fee / account holder | $6,791 | $9,341-27.3% | $14,586-53.4% | $7,234-6.1% |