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 | $168,226 | $78,422+114.5% | $95,952+75.3% | $79,858+110.7% |
| Participation rate | 94.4% | 73.5%+21.0pp | 77.1%+17.4pp | 69.6%+24.8pp |
| Annual return | 18.34% | 19.37%-1.0pp | 91.61%-73.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $3,142 | $1,945+61.5% | $2,541+23.6% | $2,471+27.2% |
| Participant deferral / active EE | $4,803 | $3,440+39.6% | $4,167+15.3% | $3,740+28.4% |
| Admin fee / account holder | $1,724 | $5,622-69.3% | $6,795-74.6% | $5,306-67.5% |