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 | $164,616 | $149,679+10.0% | $117,039+40.7% | $147,584+11.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 12.27% | 19.31%-7.0pp | 18.95%-6.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,075 | $4,937-78.2% | $3,785-71.6% | $4,876-78.0% |
| Participant deferral / active EE | $3,538 | $4,912-28.0% | $3,929-10.0% | $5,439-34.9% |
| Admin fee / account holder | $2,408 | $7,856-69.3% | $5,974-59.7% | $10,885-77.9% |