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 | $166,268 | $135,952+22.3% | $123,892+34.2% | $273,961-39.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 7.09% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,773 | $5,170-27.0% | $4,617-18.3% | $4,869-22.5% |
| Participant deferral / active EE | $7,594 | $6,343+19.7% | $5,984+26.9% | $5,287+43.6% |
| Admin fee / account holder | $382 | $9,817-96.1% | $8,357-95.4% | $10,132-96.2% |