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 | $134,583 | $22,587+495.9% | $65,255+106.2% | $75,163+79.1% |
| Participation rate | 83.9% | 63.1%+20.8pp | 65.0%+18.9pp | 67.2%+16.7pp |
| Annual return | 19.23% | 71.03%-51.8pp | 47.35%-28.1pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,218 | $941+29.5% | $1,691-28.0% | $2,670-54.4% |
| Participant deferral / active EE | $6,917 | $1,695+308.0% | $2,831+144.3% | $4,125+67.7% |
| Admin fee / account holder | $3,569 | $1,876+90.3% | $4,112-13.2% | $5,651-36.8% |