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 | $187,590 | $104,251+79.9% | $91,001+106.1% | $147,584+27.1% |
| Participation rate | 95.2% | 78.2%+17.0pp | 75.6%+19.6pp | 82.8%+12.4pp |
| Annual return | 18.95% | 27.06%-8.1pp | 4.60%+14.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,680 | $3,116-46.1% | $2,456-31.6% | $4,876-65.5% |
| Participant deferral / active EE | $3,933 | $4,195-6.3% | $3,547+10.9% | $5,439-27.7% |
| Admin fee / account holder | $7,763 | $8,948-13.2% | $5,417+43.3% | $10,885-28.7% |