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 | $157,872 | $110,257+43.2% | $96,544+63.5% | $139,434+13.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 13.13% | 26.32%-13.2pp | 25.84%-12.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,251 | $3,620-65.4% | $2,965-57.8% | $4,751-73.7% |
| Participant deferral / active EE | $3,147 | $5,548-43.3% | $4,851-35.1% | $6,710-53.1% |
| Admin fee / account holder | $9,540 | $11,591-17.7% | $8,252+15.6% | $11,403-16.3% |