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 | $167,911 | $94,625+77.4% | $116,228+44.5% | $84,808+98.0% |
| Participation rate | 97.5% | 70.4%+27.1pp | 74.6%+22.9pp | 68.3%+29.2pp |
| Annual return | 13.96% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $10,447 | $2,347+345.2% | $2,994+248.9% | $2,631+297.1% |
| Participant deferral / active EE | $6,733 | $3,972+69.5% | $4,953+35.9% | $4,212+59.9% |
| Admin fee / account holder | $3,934 | $10,091-61.0% | $11,989-67.2% | $7,344-46.4% |