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 | $130,183 | $67,606+92.6% | $82,313+58.2% | $70,131+85.6% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 18.69% | 21.57%-2.9pp | 25.88%-7.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $3,145 | $1,755+79.2% | $2,428+29.5% | $2,342+34.3% |
| Participant deferral / active EE | $7,863 | $2,987+163.3% | $3,706+112.2% | $3,332+136.0% |
| Admin fee / account holder | $1,317 | $4,512-70.8% | $5,608-76.5% | $4,645-71.6% |