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 | $147,351 | $73,787+99.7% | $98,716+49.3% | $82,448+78.7% |
| Participation rate | 83.3% | 61.4%+21.9pp | 69.3%+14.0pp | 68.1%+15.3pp |
| Annual return | 13.39% | 18.57%-5.2pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,668 | $1,511+10.4% | $2,279-26.8% | $2,551-34.6% |
| Participant deferral / active EE | $4,774 | $3,081+54.9% | $4,048+17.9% | $4,139+15.3% |
| Admin fee / account holder | $6,451 | $6,500-0.7% | $8,703-25.9% | $7,234-10.8% |