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 | $146,728 | $67,606+117.0% | $82,313+78.3% | $70,131+109.2% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.6pp |
| Annual return | 19.67% | 21.57%-1.9pp | 25.88%-6.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $4,396 | $1,755+150.5% | $2,428+81.0% | $2,342+87.7% |
| Participant deferral / active EE | $2,508 | $2,987-16.0% | $3,706-32.3% | $3,332-24.7% |
| Admin fee / account holder | $2,753 | $4,512-39.0% | $5,608-50.9% | $4,645-40.7% |