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 | $172,267 | $95,803+79.8% | $113,168+52.2% | $84,808+103.1% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 15.76% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,168 | $2,360-50.5% | $2,975-60.8% | $2,631-55.6% |
| Participant deferral / active EE | $9,363 | $4,242+120.7% | $5,107+83.3% | $4,212+122.3% |
| Admin fee / account holder | $81,097 | $8,989+802.2% | $12,068+572.0% | $7,344+1004.3% |