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 | $167,320 | $93,571+78.8% | $135,903+23.1% | $75,163+122.6% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 16.09% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $4,167 | $3,537+17.8% | $4,856-14.2% | $2,670+56.1% |
| Participant deferral / active EE | $11,608 | $6,404+81.3% | $7,758+49.6% | $4,125+181.4% |
| Admin fee / account holder | $14,559 | $6,975+108.7% | $10,762+35.3% | $5,651+157.6% |