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 | $133,785 | $79,944+67.3% | $98,439+35.9% | $75,163+78.0% |
| Participation rate | 94.7% | 70.4%+24.4pp | 75.2%+19.6pp | 67.2%+27.5pp |
| Annual return | 16.69% | 19.75%-3.1pp | 21.16%-4.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,426 | $2,264-37.0% | $3,048-53.2% | $2,670-46.6% |
| Participant deferral / active EE | $3,242 | $3,752-13.6% | $4,738-31.6% | $4,125-21.4% |
| Admin fee / account holder | $478 | $6,840-93.0% | $8,948-94.7% | $5,651-91.5% |