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 | $167,921 | $114,381+46.8% | $107,525+56.2% | $142,382+17.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 16.28% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,616 | $4,015+15.0% | $3,754+23.0% | $4,299+7.4% |
| Participant deferral / active EE | $11,762 | $5,564+111.4% | $5,116+129.9% | $6,507+80.8% |
| Admin fee / account holder | $2,545 | $9,860-74.2% | $8,919-71.5% | $12,624-79.8% |