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 | $182,616 | $105,181+73.6% | $159,436+14.5% | $85,850+112.7% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.8%+9.7pp | 69.3%+23.2pp |
| Annual return | 13.92% | 45.07%-31.1pp | 263.57%-249.6pp | 318.53%-304.6pp |
| Employer contribution / active EE | $4,376 | $3,318+31.9% | $4,829-9.4% | $2,565+70.6% |
| Participant deferral / active EE | $10,147 | $5,945+70.7% | $7,352+38.0% | $3,952+156.8% |
| Admin fee / account holder | $1,412 | $6,933-79.6% | $10,799-86.9% | $6,260-77.4% |