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 | $195,135 | $114,047+71.1% | $96,139+103.0% | $167,490+16.5% |
| Participation rate | 92.3% | 75.1%+17.2pp | 68.4%+23.9pp | 82.1%+10.2pp |
| Annual return | 11.37% | 189.88%-178.5pp | 191.94%-180.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $796 | $3,427-76.8% | $2,797-71.5% | $4,837-83.5% |
| Participant deferral / active EE | $4,615 | $5,194-11.1% | $4,349+6.1% | $6,341-27.2% |
| Admin fee / account holder | $3,444 | $6,897-50.1% | $5,537-37.8% | $12,309-72.0% |