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 | $183,829 | $56,277+226.6% | $80,975+127.0% | $62,891+192.3% |
| Participation rate | 76.9% | 69.0%+8.0pp | 75.8%+1.1pp | 69.3%+7.6pp |
| Annual return | 12.59% | 22.12%-9.5pp | 17.10%-4.5pp | 20.14%-7.6pp |
| Employer contribution / active EE | $407 | $1,943-79.1% | $3,714-89.0% | $2,281-82.2% |
| Participant deferral / active EE | $2,562 | $4,195-38.9% | $5,696-55.0% | $3,203-20.0% |
| Admin fee / account holder | $3,958 | $3,741+5.8% | $5,516-28.2% | $4,296-7.8% |