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 | $187,978 | $138,347+35.9% | $184,203+2.0% | $80,856+132.5% |
| Participation rate | 94.4% | 83.9%+10.5pp | 86.8%+7.5pp | 67.6%+26.7pp |
| Annual return | 12.60% | 20.02%-7.4pp | 28.81%-16.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,733 | $4,850-43.7% | $6,427-57.5% | $2,755-0.8% |
| Participant deferral / active EE | $6,625 | $7,071-6.3% | $9,131-27.5% | $4,296+54.2% |
| Admin fee / account holder | $9,752 | $10,483-7.0% | $13,901-29.8% | $6,918+41.0% |