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 | $147,015 | $70,428+108.7% | $96,562+52.2% | $85,850+71.2% |
| Participation rate | 73.7% | 61.8%+11.9pp | 69.8%+3.9pp | 69.3%+4.4pp |
| Annual return | 15.24% | 18.59%-3.4pp | 37.78%-22.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,164 | $1,413-17.6% | $2,356-50.6% | $2,565-54.6% |
| Participant deferral / active EE | $3,846 | $2,894+32.9% | $3,849-0.1% | $3,952-2.7% |
| Admin fee / account holder | $15,201 | $4,997+204.2% | $6,181+145.9% | $6,260+142.8% |