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 | $180,797 | $60,892+196.9% | $82,389+119.4% | $84,808+113.2% |
| Participation rate | 71.9% | 63.3%+8.6pp | 69.5%+2.3pp | 68.3%+3.6pp |
| Annual return | 16.08% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,175 | $1,779+247.0% | $2,517+145.3% | $2,631+134.7% |
| Participant deferral / active EE | $13,706 | $3,179+331.2% | $4,155+229.9% | $4,212+225.4% |
| Admin fee / account holder | $5,647 | $5,467+3.3% | $7,231-21.9% | $7,344-23.1% |