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 | $137,521 | $72,277+90.3% | $101,248+35.8% | $79,858+72.2% |
| Participation rate | 92.0% | 68.5%+23.5pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | 11.47% | 22.30%-10.8pp | 46.47%-35.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $11,879 | $2,692+341.3% | $3,660+224.6% | $2,471+380.8% |
| Participant deferral / active EE | $2,721 | $3,282-17.1% | $4,370-37.7% | $3,740-27.2% |
| Admin fee / account holder | $5,896 | $4,400+34.0% | $5,945-0.8% | $5,306+11.1% |