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 | $147,853 | $80,968+82.6% | $96,544+53.1% | $75,163+96.7% |
| Participation rate | 84.7% | 71.8%+13.0pp | 76.0%+8.8pp | 67.2%+17.5pp |
| Annual return | 15.69% | 27.06%-11.4pp | 25.84%-10.2pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,755 | $2,282+64.6% | $2,965+26.7% | $2,670+40.7% |
| Participant deferral / active EE | $5,065 | $3,928+28.9% | $4,851+4.4% | $4,125+22.8% |
| Admin fee / account holder | $4,872 | $6,724-27.6% | $8,252-41.0% | $5,651-13.8% |