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 | $182,436 | $87,013+109.7% | $106,213+71.8% | $80,856+125.6% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.9pp | 67.6%+9.5pp |
| Annual return | 13.55% | 17.05%-3.5pp | 116.14%-102.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,560 | $2,395+6.9% | $3,171-19.3% | $2,755-7.1% |
| Participant deferral / active EE | $5,641 | $3,986+41.5% | $5,016+12.5% | $4,296+31.3% |
| Admin fee / account holder | $909 | $8,431-89.2% | $11,033-91.8% | $6,918-86.9% |