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 | $167,541 | $109,359+53.2% | $162,163+3.3% | $72,985+129.6% |
| Participation rate | 97.8% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.3pp |
| Annual return | 19.21% | 25.46%-6.2pp | 115.59%-96.4pp | 81.00%-61.8pp |
| Employer contribution / active EE | $5,255 | $3,907+34.5% | $5,614-6.4% | $2,440+115.4% |
| Participant deferral / active EE | $10,592 | $5,481+93.2% | $7,298+45.1% | $3,607+193.6% |
| Admin fee / account holder | $6,171 | $7,972-22.6% | $10,843-43.1% | $5,124+20.4% |