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 | $156,188 | $90,503+72.6% | $78,689+98.5% | $273,961-43.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 7.26% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,871 | $3,176-41.1% | $2,851-34.4% | $4,869-61.6% |
| Participant deferral / active EE | $9,428 | $3,901+141.7% | $3,517+168.1% | $5,287+78.3% |
| Admin fee / account holder | $10,005 | $5,263+90.1% | $4,510+121.8% | $10,132-1.3% |