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 | $175,532 | $109,881+59.7% | $150,045+17.0% | $84,808+107.0% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 14.32% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,598 | $3,561-27.0% | $4,693-44.6% | $2,631-1.2% |
| Participant deferral / active EE | $6,192 | $6,636-6.7% | $7,997-22.6% | $4,212+47.0% |
| Admin fee / account holder | $20,096 | $8,568+134.6% | $13,435+49.6% | $7,344+173.7% |