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 | $147,202 | $89,753+64.0% | $107,525+36.9% | $84,808+73.6% |
| Participation rate | 91.8% | 68.1%+23.7pp | 75.1%+16.7pp | 68.3%+23.5pp |
| Annual return | 16.69% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,112 | $3,1130% | $3,754-17.1% | $2,631+18.3% |
| Participant deferral / active EE | $8,237 | $4,056+103.1% | $5,116+61.0% | $4,212+95.6% |
| Admin fee / account holder | $6,762 | $7,222-6.4% | $8,919-24.2% | $7,344-7.9% |