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 | $154,359 | $86,929+77.6% | $102,423+50.7% | $80,856+90.9% |
| Participation rate | 83.9% | 72.4%+11.5pp | 76.5%+7.4pp | 67.6%+16.2pp |
| Annual return | 10.88% | 18.88%-8.0pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $5,928 | $2,369+150.2% | $3,023+96.1% | $2,755+115.2% |
| Participant deferral / active EE | $11,839 | $4,118+187.4% | $5,053+134.3% | $4,296+175.6% |
| Admin fee / account holder | $6,244 | $8,049-22.4% | $9,451-33.9% | $6,918-9.7% |