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 | $156,076 | $67,606+130.9% | $82,313+89.6% | $70,131+122.6% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 15.09% | 21.57%-6.5pp | 25.88%-10.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,395 | $1,755+36.5% | $2,428-1.4% | $2,342+2.2% |
| Participant deferral / active EE | $4,808 | $2,987+61.0% | $3,706+29.7% | $3,332+44.3% |
| Admin fee / account holder | $4,075 | $4,512-9.7% | $5,608-27.3% | $4,645-12.3% |