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 | $180,134 | $89,355+101.6% | $141,162+27.6% | $72,985+146.8% |
| Participation rate | 91.4% | 75.1%+16.3pp | 82.5%+9.0pp | 69.5%+21.9pp |
| Annual return | 21.63% | 111.85%-90.2pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,733 | $3,114+19.9% | $4,735-21.2% | $2,440+53.0% |
| Participant deferral / active EE | $4,789 | $5,418-11.6% | $6,709-28.6% | $3,607+32.8% |
| Admin fee / account holder | $5,017 | $5,958-15.8% | $10,261-51.1% | $5,124-2.1% |