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 | $166,334 | $100,923+64.8% | $150,045+10.9% | $74,304+123.9% |
| Participation rate | 73.5% | 70.1%+3.4pp | 82.3%-8.8pp | 60.3%+13.2pp |
| Annual return | 15.00% | 51.77%-36.8pp | 62.55%-47.6pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,138 | $3,463-67.2% | $4,693-75.8% | $2,241-49.2% |
| Participant deferral / active EE | $8,053 | $6,709+20.0% | $7,997+0.7% | $3,767+113.7% |
| Admin fee / account holder | $5,745 | $2,767+107.6% | $13,435-57.2% | $2,969+93.5% |