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 | $167,035 | $89,355+86.9% | $141,162+18.3% | $72,985+128.9% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 22.79% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $660 | $3,114-78.8% | $4,735-86.1% | $2,440-73.0% |
| Participant deferral / active EE | $7,106 | $5,418+31.1% | $6,709+5.9% | $3,607+97.0% |
| Admin fee / account holder | $12,373 | $5,958+107.7% | $10,261+20.6% | $5,124+141.4% |