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 7-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 | $158,571 | $111,301+42.5% | $112,977+40.4% | $158,922-0.2% |
| Participation rate | 91.7% | 83.5%+8.2pp | 82.6%+9.1pp | 82.0%+9.7pp |
| Annual return | 10.82% | 26.40%-15.6pp | 24.24%-13.4pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,425 | $4,471-45.8% | $4,255-43.0% | $4,761-49.1% |
| Participant deferral / active EE | $10,175 | $5,880+73.0% | $5,836+74.4% | $5,982+70.1% |
| Admin fee / account holder | $24,394 | $8,392+190.7% | $6,294+287.6% | $11,246+116.9% |