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 | $118,242 | $73,933+59.9% | $96,683+22.3% | $75,163+57.3% |
| Participation rate | 95.8% | 66.4%+29.4pp | 74.3%+21.5pp | 67.2%+28.6pp |
| Annual return | 22.83% | 26.70%-3.9pp | 35.69%-12.9pp | 160.62%-137.8pp |
| Employer contribution / active EE | $4,404 | $2,928+50.4% | $3,737+17.9% | $2,670+65.0% |
| Participant deferral / active EE | $10,252 | $3,659+180.2% | $4,878+110.2% | $4,125+148.5% |
| Admin fee / account holder | $2,086 | $5,216-60.0% | $6,730-69.0% | $5,651-63.1% |