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 | $159,891 | $85,766+86.4% | $136,294+17.3% | $70,131+128.0% |
| Participation rate | 90.2% | 74.2%+16.0pp | 81.9%+8.3pp | 69.5%+20.7pp |
| Annual return | 22.81% | 31.45%-8.6pp | 5155.94%-5133.1pp | 73.14%-50.3pp |
| Employer contribution / active EE | $1,690 | $2,966-43.0% | $4,695-64.0% | $2,342-27.9% |
| Participant deferral / active EE | $4,739 | $5,051-6.2% | $6,247-24.1% | $3,332+42.2% |
| Admin fee / account holder | $5,937 | $5,420+9.5% | $9,243-35.8% | $4,645+27.8% |