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 | $188,237 | $96,635+94.8% | $86,612+117.3% | $139,434+35.0% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 11.80% | 106.41%-94.6pp | 591.07%-579.3pp | 372.94%-361.1pp |
| Employer contribution / active EE | $732 | $3,263-77.6% | $3,022-75.8% | $4,751-84.6% |
| Participant deferral / active EE | $8,074 | $4,836+67.0% | $4,438+81.9% | $6,710+20.3% |
| Admin fee / account holder | $15,380 | $6,408+140.0% | $5,614+173.9% | $11,403+34.9% |