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 | $167,344 | $76,367+119.1% | $93,606+78.8% | $72,985+129.3% |
| Participation rate | 97.5% | 71.7%+25.8pp | 75.8%+21.7pp | 69.5%+28.0pp |
| Annual return | 20.06% | 25.82%-5.8pp | 32.76%-12.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $7,734 | $2,275+239.9% | $2,718+184.6% | $2,440+217.0% |
| Participant deferral / active EE | $6,786 | $3,538+91.8% | $4,069+66.8% | $3,607+88.1% |
| Admin fee / account holder | $6,157 | $6,838-10.0% | $7,888-21.9% | $5,124+20.2% |