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 | $150,667 | $80,968+86.1% | $96,544+56.1% | $75,163+100.5% |
| Participation rate | 92.0% | 71.8%+20.2pp | 76.0%+16.0pp | 67.2%+24.8pp |
| Annual return | 17.00% | 27.06%-10.1pp | 25.84%-8.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,117 | $2,282-7.2% | $2,965-28.6% | $2,670-20.7% |
| Participant deferral / active EE | $10,728 | $3,928+173.1% | $4,851+121.2% | $4,125+160.1% |
| Admin fee / account holder | $28,883 | $6,724+329.5% | $8,252+250.0% | $5,651+411.1% |