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 | $168,930 | $81,248+107.9% | $155,509+8.6% | $80,856+108.9% |
| Participation rate | 91.4% | 66.2%+25.2pp | 78.2%+13.2pp | 67.6%+23.8pp |
| Annual return | 18.67% | 33.31%-14.6pp | 64.67%-46.0pp | 35.59%-16.9pp |
| Employer contribution / active EE | $6,286 | $3,100+102.8% | $4,672+34.5% | $2,755+128.2% |
| Participant deferral / active EE | $7,412 | $3,452+114.7% | $5,626+31.7% | $4,296+72.5% |
| Admin fee / account holder | $1,083 | $7,997-86.5% | $15,912-93.2% | $6,918-84.3% |