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 | $172,699 | $72,277+138.9% | $101,248+70.6% | $79,858+116.3% |
| Participation rate | 88.1% | 68.5%+19.7pp | 75.8%+12.3pp | 69.6%+18.5pp |
| Annual return | 16.18% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,832 | $2,692+5.2% | $3,660-22.6% | $2,471+14.6% |
| Participant deferral / active EE | $7,472 | $3,282+127.7% | $4,370+71.0% | $3,740+99.8% |
| Admin fee / account holder | $11,720 | $4,400+166.3% | $5,945+97.1% | $5,306+120.9% |