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 | $170,324 | $81,460+109.1% | $103,333+64.8% | $80,856+110.6% |
| Participation rate | 90.0% | 66.8%+23.2pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 16.28% | 25.55%-9.3pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $6,927 | $3,105+123.1% | $3,868+79.1% | $2,755+151.5% |
| Participant deferral / active EE | $6,167 | $3,869+59.4% | $5,057+21.9% | $4,296+43.6% |
| Admin fee / account holder | $3,191 | $6,566-51.4% | $8,355-61.8% | $6,918-53.9% |