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 | $170,256 | $114,237+49.0% | $119,258+42.8% | $167,490+1.7% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.7%-7.7pp | 82.1%-7.1pp |
| Annual return | 10.46% | 29.87%-19.4pp | 30.69%-20.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,476 | $4,481-44.7% | $4,384-43.5% | $4,837-48.8% |
| Participant deferral / active EE | $5,526 | $6,084-9.2% | $6,111-9.6% | $6,341-12.9% |
| Admin fee / account holder | $3,032 | $8,932-66.1% | $7,226-58.0% | $12,309-75.4% |