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 | $160,653 | $65,365+145.8% | $92,893+72.9% | $72,985+120.1% |
| Participation rate | 80.6% | 68.3%+12.2pp | 76.0%+4.6pp | 69.5%+11.1pp |
| Annual return | 21.80% | 42.10%-20.3pp | 109.41%-87.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $5,408 | $2,594+108.5% | $3,653+48.0% | $2,440+121.6% |
| Participant deferral / active EE | $10,144 | $3,128+224.3% | $4,236+139.5% | $3,607+181.2% |
| Admin fee / account holder | $1,692 | $4,251-60.2% | $5,794-70.8% | $5,124-67.0% |