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 | $176,119 | $70,428+150.1% | $96,562+82.4% | $85,850+105.1% |
| Participation rate | 77.4% | 61.8%+15.6pp | 69.8%+7.5pp | 69.3%+8.0pp |
| Annual return | 15.65% | 18.59%-2.9pp | 37.78%-22.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $905 | $1,413-36.0% | $2,356-61.6% | $2,565-64.7% |
| Participant deferral / active EE | $2,911 | $2,894+0.6% | $3,849-24.4% | $3,952-26.3% |
| Admin fee / account holder | $1,062 | $4,997-78.8% | $6,181-82.8% | $6,260-83.0% |