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 | $170,457 | $109,413+55.8% | $156,263+9.1% | $84,808+101.0% |
| Participation rate | 87.1% | 72.7%+14.4pp | 78.9%+8.2pp | 68.3%+18.8pp |
| Annual return | 15.27% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,778 | $2,907-4.4% | $4,333-35.9% | $2,631+5.6% |
| Participant deferral / active EE | $5,461 | $4,590+19.0% | $6,158-11.3% | $4,212+29.7% |
| Admin fee / account holder | $15,927 | $9,357+70.2% | $14,255+11.7% | $7,344+116.9% |