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 | $156,809 | $58,523+167.9% | $99,443+57.7% | $72,985+114.9% |
| Participation rate | 73.5% | 64.6%+8.9pp | 73.8%-0.3pp | 69.5%+4.0pp |
| Annual return | 16.90% | 28.51%-11.6pp | 30.72%-13.8pp | 81.00%-64.1pp |
| Employer contribution / active EE | $525 | $1,512-65.3% | $2,540-79.3% | $2,440-78.5% |
| Participant deferral / active EE | $4,715 | $2,606+80.9% | $3,619+30.3% | $3,607+30.7% |
| Admin fee / account holder | $6,456 | $4,102+57.4% | $6,250+3.3% | $5,124+26.0% |