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 | $179,080 | $100,326+78.5% | $180,183-0.6% | $84,808+111.2% |
| Participation rate | 84.2% | 71.0%+13.2pp | 77.4%+6.8pp | 68.3%+15.9pp |
| Annual return | 19.17% | 17.86%+1.3pp | 27.86%-8.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $6,490 | $3,269+98.5% | $5,039+28.8% | $2,631+146.7% |
| Participant deferral / active EE | $9,961 | $5,066+96.6% | $6,822+46.0% | $4,212+136.5% |
| Admin fee / account holder | $1,501 | $9,674-84.5% | $19,975-92.5% | $7,344-79.6% |