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 | $175,296 | $105,126+66.7% | $94,646+85.2% | $139,434+25.7% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 14.44% | 38.03%-23.6pp | 156.71%-142.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $510 | $4,106-87.6% | $3,672-86.1% | $4,751-89.3% |
| Participant deferral / active EE | $3,541 | $7,599-53.4% | $7,418-52.3% | $6,710-47.2% |
| Admin fee / account holder | $25,803 | $8,984+187.2% | $7,231+256.8% | $11,403+126.3% |