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 | $167,649 | $98,750+69.8% | $149,696+12.0% | $79,858+109.9% |
| Participation rate | 73.6% | 75.8%-2.2pp | 82.5%-8.9pp | 69.6%+4.0pp |
| Annual return | 17.05% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,505 | $5,680+49.7% | $6,842+24.3% | $3,740+127.4% |
| Admin fee / account holder | $3,716 | $6,053-38.6% | $9,309-60.1% | $5,306-30.0% |