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 | $163,651 | $79,944+104.7% | $98,439+66.2% | $75,163+117.7% |
| Participation rate | 82.9% | 70.4%+12.5pp | 75.2%+7.7pp | 67.2%+15.7pp |
| Annual return | 15.22% | 19.75%-4.5pp | 21.16%-5.9pp | 160.62%-145.4pp |
| Employer contribution / active EE | $5,488 | $2,264+142.4% | $3,048+80.0% | $2,670+105.5% |
| Participant deferral / active EE | $6,258 | $3,752+66.8% | $4,738+32.1% | $4,125+51.7% |
| Admin fee / account holder | $3,359 | $6,840-50.9% | $8,948-62.5% | $5,651-40.6% |