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 | $175,150 | $93,571+87.2% | $135,903+28.9% | $75,163+133.0% |
| Participation rate | 95.1% | 75.2%+19.9pp | 81.9%+13.2pp | 67.2%+27.9pp |
| Annual return | 16.91% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $5,703 | $3,537+61.2% | $4,856+17.4% | $2,670+113.6% |
| Participant deferral / active EE | $11,736 | $6,404+83.3% | $7,758+51.3% | $4,125+184.5% |
| Admin fee / account holder | $843 | $6,975-87.9% | $10,762-92.2% | $5,651-85.1% |