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 | $161,921 | $95,803+69.0% | $113,168+43.1% | $84,808+90.9% |
| Participation rate | 91.0% | 72.9%+18.2pp | 76.6%+14.5pp | 68.3%+22.7pp |
| Annual return | 13.50% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,245 | $2,360-4.9% | $2,975-24.6% | $2,631-14.7% |
| Participant deferral / active EE | $6,620 | $4,242+56.1% | $5,107+29.6% | $4,212+57.2% |
| Admin fee / account holder | $45,919 | $8,989+410.8% | $12,068+280.5% | $7,344+525.3% |