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 | $177,714 | $76,367+132.7% | $93,606+89.9% | $72,985+143.5% |
| Participation rate | 91.7% | 71.7%+19.9pp | 75.8%+15.8pp | 69.5%+22.2pp |
| Annual return | 25.09% | 25.82%-0.7pp | 32.76%-7.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $780 | $2,275-65.7% | $2,718-71.3% | $2,440-68.0% |
| Participant deferral / active EE | $6,877 | $3,538+94.4% | $4,069+69.0% | $3,607+90.6% |
| Admin fee / account holder | $11,031 | $6,838+61.3% | $7,888+39.8% | $5,124+115.3% |