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 | $163,671 | $93,571+74.9% | $135,903+20.4% | $75,163+117.8% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | 17.20% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,575 | $3,537-27.2% | $4,856-47.0% | $2,670-3.5% |
| Participant deferral / active EE | $6,063 | $6,404-5.3% | $7,758-21.8% | $4,125+47.0% |
| Admin fee / account holder | $6,552 | $6,975-6.1% | $10,762-39.1% | $5,651+15.9% |