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 | $188,028 | $99,341+89.3% | $84,750+121.9% | $273,961-31.4% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.84% | 22.93%-15.1pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,237 | $4,214-23.2% | $3,574-9.4% | $4,869-33.5% |
| Participant deferral / active EE | $8,569 | $4,269+100.7% | $3,712+130.9% | $5,287+62.1% |
| Admin fee / account holder | $25,167 | $6,644+278.8% | $5,332+372.0% | $10,132+148.4% |