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 | $178,596 | $51,638+245.9% | $68,368+161.2% | $82,448+116.6% |
| Participation rate | 81.8% | 63.6%+18.2pp | 73.8%+8.1pp | 68.1%+13.8pp |
| Annual return | 16.01% | 37.53%-21.5pp | 292.57%-276.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,818 | $2,047+37.7% | $2,649+6.4% | $2,551+10.5% |
| Participant deferral / active EE | $5,769 | $2,914+98.0% | $4,123+39.9% | $4,139+39.4% |
| Admin fee / account holder | $8,373 | $4,643+80.3% | $5,150+62.6% | $7,234+15.7% |