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 | $182,491 | $76,552+138.4% | $123,892+47.3% | $62,891+190.2% |
| Participation rate | 84.1% | 73.0%+11.1pp | 81.4%+2.6pp | 69.3%+14.8pp |
| Annual return | 9.17% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-11.0pp |
| Employer contribution / active EE | $3,336 | $2,883+15.7% | $4,617-27.7% | $2,281+46.3% |
| Participant deferral / active EE | $10,994 | $4,840+127.1% | $5,984+83.7% | $3,203+243.2% |
| Admin fee / account holder | $9,579 | $4,826+98.5% | $8,357+14.6% | $4,296+123.0% |