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 | $174,636 | $89,753+94.6% | $107,525+62.4% | $84,808+105.9% |
| Participation rate | 76.5% | 68.1%+8.4pp | 75.1%+1.4pp | 68.3%+8.2pp |
| Annual return | 15.83% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,885 | $3,113-39.5% | $3,754-49.8% | $2,631-28.4% |
| Participant deferral / active EE | $7,302 | $4,056+80.0% | $5,116+42.7% | $4,212+73.4% |
| Admin fee / account holder | $5,074 | $7,222-29.7% | $8,919-43.1% | $7,344-30.9% |