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 | $156,020 | $95,803+62.9% | $113,168+37.9% | $84,808+84.0% |
| Participation rate | 96.7% | 72.9%+23.8pp | 76.6%+20.1pp | 68.3%+28.4pp |
| Annual return | 16.94% | 25.00%-8.1pp | 24.27%-7.3pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,312 | $2,360+40.3% | $2,975+11.3% | $2,631+25.9% |
| Participant deferral / active EE | $9,026 | $4,242+112.8% | $5,107+76.7% | $4,212+114.3% |
| Admin fee / account holder | $2,742 | $8,989-69.5% | $12,068-77.3% | $7,344-62.7% |