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 | $148,577 | $76,407+94.5% | $150,298-1.1% | $82,448+80.2% |
| Participation rate | 86.4% | 66.4%+20.0pp | 77.8%+8.6pp | 68.1%+18.3pp |
| Annual return | 17.22% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $4,626 | $2,614+76.9% | $4,154+11.3% | $2,551+81.3% |
| Participant deferral / active EE | $5,279 | $3,214+64.2% | $5,453-3.2% | $4,139+27.5% |
| Admin fee / account holder | $2,485 | $6,352-60.9% | $14,116-82.4% | $7,234-65.6% |