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 | $187,401 | $111,535+68.0% | $105,223+78.1% | $137,256+36.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 16.42% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,924 | $3,939-25.8% | $3,689-20.7% | $4,156-29.6% |
| Participant deferral / active EE | $9,380 | $5,500+70.5% | $5,072+84.9% | $6,407+46.4% |
| Admin fee / account holder | $3,217 | $9,721-66.9% | $8,859-63.7% | $12,270-73.8% |