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 | $164,008 | $89,355+83.5% | $141,162+16.2% | $72,985+124.7% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 19.70% | 111.85%-92.1pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,249 | $3,114-59.9% | $4,735-73.6% | $2,440-48.8% |
| Participant deferral / active EE | $6,792 | $5,418+25.4% | $6,709+1.2% | $3,607+88.3% |
| Admin fee / account holder | $9,196 | $5,958+54.3% | $10,261-10.4% | $5,124+79.4% |