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 | $184,268 | $72,012+155.9% | $185,823-0.8% | $79,858+130.7% |
| Participation rate | 78.1% | 65.8%+12.4pp | 78.0%+0.1pp | 69.6%+8.5pp |
| Annual return | 12.93% | 23.12%-10.2pp | 35.95%-23.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,223 | $1,965-37.8% | $4,087-70.1% | $2,471-50.5% |
| Participant deferral / active EE | $4,453 | $3,779+17.8% | $5,632-20.9% | $3,740+19.1% |
| Admin fee / account holder | $1,834 | $4,513-59.4% | $9,500-80.7% | $5,306-65.4% |