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 | $173,602 | $64,480+169.2% | $81,382+113.3% | $80,856+114.7% |
| Participation rate | 82.9% | 63.9%+19.1pp | 69.5%+13.4pp | 67.6%+15.3pp |
| Annual return | 14.90% | 16.34%-1.4pp | 24.73%-9.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,631 | $1,978+134.1% | $2,463+88.0% | $2,755+68.1% |
| Participant deferral / active EE | $3,721 | $3,094+20.3% | $3,883-4.2% | $4,296-13.4% |
| Admin fee / account holder | $1,946 | $5,671-65.7% | $5,768-66.3% | $6,918-71.9% |