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 | $155,076 | $86,929+78.4% | $102,423+51.4% | $80,856+91.8% |
| Participation rate | 84.7% | 72.4%+12.3pp | 76.5%+8.2pp | 67.6%+17.1pp |
| Annual return | 11.26% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,971 | $2,369-16.8% | $3,023-34.8% | $2,755-28.5% |
| Participant deferral / active EE | $4,779 | $4,118+16.0% | $5,053-5.4% | $4,296+11.2% |
| Admin fee / account holder | $15,144 | $8,049+88.2% | $9,451+60.2% | $6,918+118.9% |