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 | $182,663 | $114,381+59.7% | $107,525+69.9% | $142,382+28.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 16.89% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,086 | $4,015+26.7% | $3,754+35.5% | $4,299+18.3% |
| Participant deferral / active EE | $7,981 | $5,564+43.4% | $5,116+56.0% | $6,507+22.6% |
| Admin fee / account holder | $722 | $9,860-92.7% | $8,919-91.9% | $12,624-94.3% |