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 | $165,923 | $111,814+48.4% | $103,374+60.5% | $145,959+13.7% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 12.96% | 24.77%-11.8pp | 24.89%-11.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,435 | $4,214-42.2% | $3,869-37.1% | $4,661-47.7% |
| Participant deferral / active EE | $3,714 | $5,618-33.9% | $5,058-26.6% | $6,689-44.5% |
| Admin fee / account holder | $1,325 | $9,754-86.4% | $8,394-84.2% | $13,398-90.1% |