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 | $186,721 | $54,541+242.3% | $78,778+137.0% | $70,131+166.2% |
| Participation rate | 83.9% | 60.8%+23.1pp | 69.2%+14.7pp | 69.5%+14.3pp |
| Annual return | 17.39% | 21.07%-3.7pp | 35.62%-18.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,979 | $1,089+173.7% | $1,986+50.0% | $2,342+27.2% |
| Participant deferral / active EE | $3,323 | $2,210+50.3% | $2,958+12.3% | $3,332-0.3% |
| Admin fee / account holder | $1,690 | $3,709-54.4% | $5,134-67.1% | $4,645-63.6% |