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 | $141,412 | $82,523+71.4% | $115,752+22.2% | $70,131+101.6% |
| Participation rate | 97.3% | 74.0%+23.3pp | 77.8%+19.5pp | 69.5%+27.8pp |
| Annual return | 18.33% | 28.22%-9.9pp | 19.41%-1.1pp | 73.14%-54.8pp |
| Employer contribution / active EE | $7,765 | $2,758+181.5% | $3,492+122.4% | $2,342+231.5% |
| Participant deferral / active EE | $7,646 | $4,062+88.2% | $5,204+46.9% | $3,332+129.5% |
| Admin fee / account holder | $1,715 | $4,552-62.3% | $6,278-72.7% | $4,645-63.1% |