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 | $247,301 | $77,634+218.5% | $156,549+58.0% | $62,891+293.2% |
| Participation rate | 74.2% | 71.2%+3.0pp | 84.0%-9.8pp | 69.3%+4.9pp |
| Annual return | 9.58% | 50.32%-40.7pp | 32.23%-22.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,182 | $3,444-65.7% | $5,501-78.5% | $2,281-48.2% |
| Participant deferral / active EE | $3,481 | $3,045+14.3% | $4,871-28.5% | $3,203+8.7% |
| Admin fee / account holder | $2,261 | $5,561-59.3% | $13,027-82.6% | $4,296-47.4% |