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 | $156,144 | $89,753+74.0% | $107,525+45.2% | $84,808+84.1% |
| Participation rate | 83.9% | 68.1%+15.8pp | 75.1%+8.8pp | 68.3%+15.6pp |
| Annual return | 16.07% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,654 | $3,113-14.8% | $3,754-29.3% | $2,631+0.9% |
| Participant deferral / active EE | $10,506 | $4,056+159.0% | $5,116+105.4% | $4,212+149.5% |
| Admin fee / account holder | $8,219 | $7,222+13.8% | $8,919-7.8% | $7,344+11.9% |