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 | $158,794 | $39,122+305.9% | $57,179+177.7% | $62,891+152.5% |
| Participation rate | 78.0% | 70.5%+7.5pp | 75.3%+2.7pp | 69.3%+8.7pp |
| Annual return | 4.31% | 9.23%-4.9pp | 14.59%-10.3pp | 20.14%-15.8pp |
| Employer contribution / active EE | $5,094 | $1,874+171.8% | $2,682+89.9% | $2,281+123.3% |
| Participant deferral / active EE | $6,925 | $2,374+191.7% | $3,096+123.7% | $3,203+116.2% |
| Admin fee / account holder | $8,304 | $2,592+220.4% | $3,139+164.5% | $4,296+93.3% |