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 | $190,285 | $85,202+123.3% | $172,739+10.2% | $72,985+160.7% |
| Participation rate | 89.7% | 70.1%+19.6pp | 82.6%+7.0pp | 69.5%+20.2pp |
| Annual return | 17.89% | 27.32%-9.4pp | 802.84%-785.0pp | 81.00%-63.1pp |
| Employer contribution / active EE | $4,491 | $3,324+35.1% | $5,143-12.7% | $2,440+84.1% |
| Participant deferral / active EE | $3,886 | $3,260+19.2% | $5,198-25.2% | $3,607+7.7% |
| Admin fee / account holder | $4,545 | $5,884-22.7% | $13,954-67.4% | $5,124-11.3% |