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 | $174,711 | $80,968+115.8% | $96,544+81.0% | $75,163+132.4% |
| Participation rate | 71.1% | 71.8%-0.7pp | 76.0%-4.9pp | 67.2%+3.9pp |
| Annual return | 17.20% | 27.06%-9.9pp | 25.84%-8.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,775 | $2,282+21.6% | $2,965-6.4% | $2,670+3.9% |
| Participant deferral / active EE | $6,557 | $3,928+66.9% | $4,851+35.2% | $4,125+59.0% |
| Admin fee / account holder | $13,625 | $6,724+102.6% | $8,252+65.1% | $5,651+141.1% |