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 | $184,466 | $106,749+72.8% | $145,433+26.8% | $82,448+123.7% |
| Participation rate | 97.2% | 75.6%+21.6pp | 82.1%+15.1pp | 68.1%+29.2pp |
| Annual return | 16.41% | 27.59%-11.2pp | 66.58%-50.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $4,288 | $3,444+24.5% | $4,554-5.8% | $2,551+68.1% |
| Participant deferral / active EE | $11,737 | $6,519+80.0% | $7,897+48.6% | $4,139+183.5% |
| Admin fee / account holder | $12,407 | $8,390+47.9% | $13,129-5.5% | $7,234+71.5% |