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 | $138,136 | $58,523+136.0% | $99,443+38.9% | $72,985+89.3% |
| Participation rate | 81.5% | 64.6%+16.9pp | 73.8%+7.6pp | 69.5%+12.0pp |
| Annual return | 23.57% | 28.51%-4.9pp | 30.72%-7.1pp | 81.00%-57.4pp |
| Employer contribution / active EE | $2,143 | $1,512+41.7% | $2,540-15.6% | $2,440-12.2% |
| Participant deferral / active EE | $4,713 | $2,606+80.8% | $3,619+30.2% | $3,607+30.6% |
| Admin fee / account holder | $11,466 | $4,102+179.5% | $6,250+83.4% | $5,124+123.8% |