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 | $170,082 | $122,239+39.1% | $184,203-7.7% | $74,495+128.3% |
| Participation rate | 94.2% | 85.5%+8.7pp | 86.8%+7.4pp | 67.2%+27.0pp |
| Annual return | 13.42% | 19.95%-6.5pp | 28.81%-15.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $4,680 | $4,537+3.1% | $6,427-27.2% | $2,623+78.4% |
| Participant deferral / active EE | $5,956 | $7,139-16.6% | $9,131-34.8% | $4,346+37.1% |
| Admin fee / account holder | $12,986 | $1,260+930.9% | $13,901-6.6% | $1,942+568.8% |