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 | $190,611 | $88,672+115.0% | $105,223+81.1% | $82,448+131.2% |
| Participation rate | 86.1% | 67.9%+18.2pp | 75.0%+11.1pp | 68.1%+18.0pp |
| Annual return | 13.55% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,901 | $3,048-37.6% | $3,689-48.5% | $2,551-25.5% |
| Participant deferral / active EE | $6,659 | $4,036+65.0% | $5,072+31.3% | $4,139+60.9% |
| Admin fee / account holder | $7,089 | $7,146-0.8% | $8,859-20.0% | $7,234-2.0% |