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 | $170,491 | $77,899+118.9% | $149,673+13.9% | $75,163+126.8% |
| Participation rate | 95.3% | 65.6%+29.8pp | 78.8%+16.6pp | 67.2%+28.2pp |
| Annual return | 16.45% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $2,887 | $3,137-8.0% | $4,818-40.1% | $2,670+8.1% |
| Participant deferral / active EE | $9,498 | $3,411+178.5% | $5,680+67.2% | $4,125+130.3% |
| Admin fee / account holder | $947 | $5,956-84.1% | $13,210-92.8% | $5,651-83.2% |