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 | $166,613 | $109,881+51.6% | $150,045+11.0% | $84,808+96.5% |
| Participation rate | 96.8% | 76.1%+20.8pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 19.29% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,945 | $3,561-45.4% | $4,693-58.6% | $2,631-26.1% |
| Participant deferral / active EE | $11,533 | $6,636+73.8% | $7,997+44.2% | $4,212+173.8% |
| Admin fee / account holder | $2,062 | $8,568-75.9% | $13,435-84.7% | $7,344-71.9% |