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 | $169,515 | $83,477+103.1% | $125,175+35.4% | $72,985+132.3% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 23.77% | 25.78%-2.0pp | 43.79%-20.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $8,876 | $2,345+278.5% | $3,865+129.6% | $2,440+263.8% |
| Participant deferral / active EE | $7,033 | $3,585+96.2% | $4,937+42.5% | $3,607+95.0% |
| Admin fee / account holder | $1,995 | $5,517-63.8% | $9,702-79.4% | $5,124-61.1% |