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 | $168,409 | $108,172+55.7% | $77,482+117.4% | $158,922+6.0% |
| Participation rate | 91.7% | 64.4%+27.2pp | 54.2%+37.5pp | 82.0%+9.7pp |
| Annual return | 16.39% | 31.67%-15.3pp | 54.79%-38.4pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,311 | $1,325+74.5% | $986+134.3% | $4,761-51.5% |
| Participant deferral / active EE | $4,855 | $2,456+97.7% | $1,861+160.9% | $5,982-18.8% |
| Admin fee / account holder | $1,331 | $3,708-64.1% | $2,858-53.4% | $11,246-88.2% |