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 | $172,061 | $64,348+167.4% | $90,160+90.8% | $70,131+145.3% |
| Participation rate | 78.7% | 70.4%+8.3pp | 76.9%+1.8pp | 69.5%+9.2pp |
| Annual return | 20.19% | 28.13%-7.9pp | 34.88%-14.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $4,551 | $2,046+122.5% | $3,318+37.2% | $2,342+94.3% |
| Participant deferral / active EE | $9,448 | $4,389+115.3% | $5,288+78.7% | $3,332+183.6% |
| Admin fee / account holder | $11,480 | $3,944+191.1% | $5,943+93.2% | $4,645+147.1% |