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 | $167,337 | $100,754+66.1% | $86,677+93.1% | $134,475+24.4% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | 2.02% | 29.04%-27.0pp | 35.91%-33.9pp | 417.96%-415.9pp |
| Employer contribution / active EE | $2,111 | $3,489-39.5% | $2,836-25.6% | $4,740-55.5% |
| Participant deferral / active EE | $3,836 | $5,338-28.1% | $4,656-17.6% | $6,400-40.1% |
| Admin fee / account holder | $262,861 | $10,926+2305.8% | $7,493+3408.0% | $11,426+2200.6% |