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 | $146,789 | $86,929+68.9% | $102,423+43.3% | $80,856+81.5% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.8pp |
| Annual return | 11.68% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,200 | $2,369-49.3% | $3,023-60.3% | $2,755-56.4% |
| Participant deferral / active EE | $6,556 | $4,118+59.2% | $5,053+29.7% | $4,296+52.6% |
| Admin fee / account holder | $952 | $8,049-88.2% | $9,451-89.9% | $6,918-86.2% |