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 | $159,319 | $93,571+70.3% | $135,903+17.2% | $75,163+112.0% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 17.86% | 30.90%-13.0pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $6,810 | $3,537+92.6% | $4,856+40.2% | $2,670+155.1% |
| Participant deferral / active EE | $13,215 | $6,404+106.4% | $7,758+70.3% | $4,125+220.4% |
| Admin fee / account holder | $19,394 | $6,975+178.0% | $10,762+80.2% | $5,651+243.2% |