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 | $178,652 | $86,286+107.0% | $111,297+60.5% | $85,850+108.1% |
| Participation rate | 71.7% | 73.3%-1.7pp | 77.3%-5.6pp | 69.3%+2.4pp |
| Annual return | 17.17% | 19.99%-2.8pp | 54.65%-37.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $3,296 | $2,043+61.3% | $2,731+20.7% | $2,565+28.5% |
| Participant deferral / active EE | $6,470 | $3,641+77.7% | $4,487+44.2% | $3,952+63.7% |
| Admin fee / account holder | $6,388 | $8,188-22.0% | $7,964-19.8% | $6,260+2.0% |