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 | $160,837 | $86,929+85.0% | $102,423+57.0% | $80,856+98.9% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 12.73% | 18.88%-6.2pp | 29.32%-16.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $769 | $2,369-67.5% | $3,023-74.6% | $2,755-72.1% |
| Participant deferral / active EE | $6,766 | $4,118+64.3% | $5,053+33.9% | $4,296+57.5% |
| Admin fee / account holder | $28,089 | $8,049+249.0% | $9,451+197.2% | $6,918+306.0% |