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 | $188,341 | $117,841+59.8% | $102,423+83.9% | $145,922+29.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.73% | 31.65%-16.9pp | 29.32%-14.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $19,763 | $3,615+446.8% | $3,023+553.7% | $4,660+324.1% |
| Participant deferral / active EE | $3,728 | $5,731-35.0% | $5,053-26.2% | $6,688-44.3% |
| Admin fee / account holder | $4,227 | $13,326-68.3% | $9,451-55.3% | $13,397-68.4% |