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 | $184,920 | $94,625+95.4% | $116,228+59.1% | $84,808+118.0% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.6%+23.1pp | 68.3%+29.3pp |
| Annual return | 13.98% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,772 | $2,347-24.5% | $2,994-40.8% | $2,631-32.6% |
| Participant deferral / active EE | $10,175 | $3,972+156.2% | $4,953+105.4% | $4,212+141.6% |
| Admin fee / account holder | $1,168 | $10,091-88.4% | $11,989-90.3% | $7,344-84.1% |