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 | $158,721 | $78,422+102.4% | $95,952+65.4% | $79,858+98.8% |
| Participation rate | 95.2% | 73.5%+21.8pp | 77.1%+18.2pp | 69.6%+25.6pp |
| Annual return | 13.52% | 19.37%-5.9pp | 91.61%-78.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,934 | $1,945+50.9% | $2,541+15.5% | $2,471+18.8% |
| Participant deferral / active EE | $3,976 | $3,440+15.6% | $4,167-4.6% | $3,740+6.3% |
| Admin fee / account holder | $1,704 | $5,622-69.7% | $6,795-74.9% | $5,306-67.9% |