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 | $204,078 | $109,881+85.7% | $150,045+36.0% | $84,808+140.6% |
| Participation rate | 88.6% | 76.1%+12.6pp | 82.3%+6.3pp | 68.3%+20.3pp |
| Annual return | 15.63% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,705 | $3,561-24.0% | $4,693-42.4% | $2,631+2.8% |
| Participant deferral / active EE | $11,490 | $6,636+73.2% | $7,997+43.7% | $4,212+172.8% |
| Admin fee / account holder | $26,239 | $8,568+206.2% | $13,435+95.3% | $7,344+257.3% |