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 | $206,451 | $80,968+155.0% | $96,544+113.8% | $75,163+174.7% |
| Participation rate | 72.7% | 71.8%+1.0pp | 76.0%-3.2pp | 67.2%+5.5pp |
| Annual return | 16.41% | 27.06%-10.7pp | 25.84%-9.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,980 | $2,282+30.6% | $2,965+0.5% | $2,670+11.6% |
| Participant deferral / active EE | $5,504 | $3,928+40.1% | $4,851+13.5% | $4,125+33.4% |
| Admin fee / account holder | $16,785 | $6,724+149.6% | $8,252+103.4% | $5,651+197.0% |