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 | $224,596 | $172,111+30.5% | $150,298+49.4% | $137,256+63.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.38% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,286 | $4,636-50.7% | $4,154-45.0% | $4,156-45.0% |
| Participant deferral / active EE | $10,024 | $6,166+62.6% | $5,453+83.8% | $6,407+56.5% |
| Admin fee / account holder | $1,461 | $16,471-91.1% | $14,116-89.6% | $12,270-88.1% |