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 | $154,764 | $85,766+80.4% | $136,294+13.6% | $70,131+120.7% |
| Participation rate | 78.0% | 74.2%+3.8pp | 81.9%-3.9pp | 69.5%+8.5pp |
| Annual return | 30.59% | 31.45%-0.9pp | 5155.94%-5125.4pp | 73.14%-42.6pp |
| Employer contribution / active EE | $647 | $2,966-78.2% | $4,695-86.2% | $2,342-72.4% |
| Participant deferral / active EE | $5,361 | $5,051+6.1% | $6,247-14.2% | $3,332+60.9% |
| Admin fee / account holder | $1,466 | $5,420-73.0% | $9,243-84.1% | $4,645-68.4% |