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 | $177,038 | $99,341+78.2% | $84,750+108.9% | $273,961-35.4% |
| Participation rate | 94.4% | 80.7%+13.8pp | 76.6%+17.9pp | 83.0%+11.4pp |
| Annual return | 5.63% | 22.93%-17.3pp | 22.78%-17.2pp | 41.45%-35.8pp |
| Employer contribution / active EE | $6,469 | $4,214+53.5% | $3,574+81.0% | $4,869+32.9% |
| Participant deferral / active EE | $3,006 | $4,269-29.6% | $3,712-19.0% | $5,287-43.2% |
| Admin fee / account holder | $4,465 | $6,644-32.8% | $5,332-16.3% | $10,132-55.9% |