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 | $154,652 | $81,460+89.9% | $103,333+49.7% | $80,856+91.3% |
| Participation rate | 78.4% | 66.8%+11.5pp | 74.5%+3.9pp | 67.6%+10.7pp |
| Annual return | 13.12% | 25.55%-12.4pp | 24.88%-11.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $8,122 | $3,105+161.6% | $3,868+110.0% | $2,755+194.8% |
| Participant deferral / active EE | $10,303 | $3,869+166.3% | $5,057+103.7% | $4,296+139.8% |
| Admin fee / account holder | $2,089 | $6,566-68.2% | $8,355-75.0% | $6,918-69.8% |