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 | $200,493 | $76,367+162.5% | $93,606+114.2% | $72,985+174.7% |
| Participation rate | 94.5% | 71.7%+22.8pp | 75.8%+18.7pp | 69.5%+25.1pp |
| Annual return | 21.67% | 25.82%-4.1pp | 32.76%-11.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,011 | $2,275-55.6% | $2,718-62.8% | $2,440-58.6% |
| Participant deferral / active EE | $6,409 | $3,538+81.2% | $4,069+57.5% | $3,607+77.7% |
| Admin fee / account holder | $4,749 | $6,838-30.6% | $7,888-39.8% | $5,124-7.3% |