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 | $163,646 | $101,724+60.9% | $164,813-0.7% | $80,856+102.4% |
| Participation rate | 86.6% | 71.8%+14.8pp | 78.6%+8.0pp | 67.6%+18.9pp |
| Annual return | 20.86% | 16.72%+4.1pp | 69.93%-49.1pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,711 | $2,953-42.1% | $4,341-60.6% | $2,755-37.9% |
| Participant deferral / active EE | $6,283 | $4,477+40.3% | $6,031+4.2% | $4,296+46.2% |
| Admin fee / account holder | $9,778 | $8,227+18.8% | $12,690-22.9% | $6,918+41.3% |