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 | $160,045 | $80,968+97.7% | $96,544+65.8% | $75,163+112.9% |
| Participation rate | 73.6% | 71.8%+1.8pp | 76.0%-2.4pp | 67.2%+6.4pp |
| Annual return | 14.46% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,380 | $2,282-39.5% | $2,965-53.5% | $2,670-48.3% |
| Participant deferral / active EE | $4,099 | $3,928+4.4% | $4,851-15.5% | $4,125-0.6% |
| Admin fee / account holder | $10,514 | $6,724+56.4% | $8,252+27.4% | $5,651+86.1% |