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 | $143,097 | $72,012+98.7% | $185,823-23.0% | $79,858+79.2% |
| Participation rate | 72.4% | 65.8%+6.7pp | 78.0%-5.6pp | 69.6%+2.8pp |
| Annual return | 17.71% | 23.12%-5.4pp | 35.95%-18.2pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,867 | $1,965+45.9% | $4,087-29.9% | $2,471+16.0% |
| Participant deferral / active EE | $8,799 | $3,779+132.9% | $5,632+56.2% | $3,740+135.3% |
| Admin fee / account holder | $2,365 | $4,513-47.6% | $9,500-75.1% | $5,306-55.4% |