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 | $145,117 | $60,349+140.5% | $74,183+95.6% | $62,891+130.7% |
| Participation rate | 82.1% | 72.7%+9.4pp | 76.6%+5.5pp | 69.3%+12.8pp |
| Annual return | 7.73% | 21.37%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $4,553 | $1,680+171.0% | $2,370+92.1% | $2,281+99.6% |
| Participant deferral / active EE | $7,951 | $2,856+178.4% | $3,550+124.0% | $3,203+148.2% |
| Admin fee / account holder | $4,382 | $4,261+2.8% | $5,586-21.5% | $4,296+2.0% |