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 | $221,205 | $157,256+40.7% | $141,162+56.7% | $152,861+44.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.53% | 64.32%-43.8pp | 71.39%-50.9pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,103 | $5,261-60.0% | $4,735-55.6% | $4,762-55.9% |
| Participant deferral / active EE | $4,986 | $7,109-29.9% | $6,709-25.7% | $5,850-14.8% |
| Admin fee / account holder | $4,529 | $12,120-62.6% | $10,261-55.9% | $11,596-60.9% |