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 | $166,849 | $94,752+76.1% | $112,887+47.8% | $139,434+19.7% |
| Participation rate | 91.7% | 81.3%+10.4pp | 80.5%+11.2pp | 80.3%+11.3pp |
| Annual return | 14.03% | 40.88%-26.9pp | 34.10%-20.1pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,197 | $4,625-74.1% | $4,563-73.8% | $4,751-74.8% |
| Participant deferral / active EE | $12,051 | $6,512+85.0% | $6,513+85.0% | $6,710+79.6% |
| Admin fee / account holder | $19,937 | $8,527+133.8% | $7,047+182.9% | $11,403+74.8% |