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 | $181,782 | $109,413+66.1% | $156,263+16.3% | $84,808+114.3% |
| Participation rate | 96.4% | 72.7%+23.7pp | 78.9%+17.5pp | 68.3%+28.1pp |
| Annual return | 15.93% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-25.0pp |
| Employer contribution / active EE | $5,313 | $2,907+82.8% | $4,333+22.6% | $2,631+101.9% |
| Participant deferral / active EE | $13,000 | $4,590+183.2% | $6,158+111.1% | $4,212+208.7% |
| Admin fee / account holder | $20,091 | $9,357+114.7% | $14,255+40.9% | $7,344+173.6% |