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 | $155,045 | $106,749+45.2% | $145,433+6.6% | $82,448+88.1% |
| Participation rate | 88.0% | 75.6%+12.4pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 15.46% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $4,947 | $3,444+43.6% | $4,554+8.6% | $2,551+93.9% |
| Participant deferral / active EE | $9,419 | $6,519+44.5% | $7,897+19.3% | $4,139+127.6% |
| Admin fee / account holder | $6,088 | $8,390-27.4% | $13,129-53.6% | $7,234-15.8% |