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 | $146,260 | $64,324+127.4% | $118,925+23.0% | $79,858+83.2% |
| Participation rate | 80.3% | 64.9%+15.4pp | 75.4%+4.9pp | 69.6%+10.7pp |
| Annual return | 12.46% | 86.45%-74.0pp | 35.88%-23.4pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,692 | $1,836+46.6% | $3,263-17.5% | $2,471+8.9% |
| Participant deferral / active EE | $4,746 | $2,824+68.1% | $4,265+11.3% | $3,740+26.9% |
| Admin fee / account holder | $1,804 | $4,040-55.3% | $6,581-72.6% | $5,306-66.0% |