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 | $158,042 | $72,012+119.5% | $185,823-15.0% | $79,858+97.9% |
| Participation rate | 87.1% | 65.8%+21.3pp | 78.0%+9.1pp | 69.6%+17.5pp |
| Annual return | 12.87% | 23.12%-10.2pp | 35.95%-23.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,503 | $1,965+27.4% | $4,087-38.8% | $2,471+1.3% |
| Participant deferral / active EE | $8,299 | $3,779+119.6% | $5,632+47.4% | $3,740+121.9% |
| Admin fee / account holder | $39,221 | $4,513+769.2% | $9,500+312.8% | $5,306+639.1% |