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 | $171,222 | $81,248+110.7% | $155,509+10.1% | $80,856+111.8% |
| Participation rate | 90.3% | 66.2%+24.1pp | 78.2%+12.1pp | 67.6%+22.7pp |
| Annual return | 10.75% | 33.31%-22.6pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,397 | $3,100+9.6% | $4,672-27.3% | $2,755+23.3% |
| Participant deferral / active EE | $5,985 | $3,452+73.4% | $5,626+6.4% | $4,296+39.3% |
| Admin fee / account holder | $7,078 | $7,997-11.5% | $15,912-55.5% | $6,918+2.3% |