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 | $152,592 | $115,882+31.7% | $100,516+51.8% | $158,922-4.0% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+9.0pp |
| Annual return | 12.24% | 34.79%-22.6pp | 30.89%-18.7pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,565 | $4,103-61.9% | $3,418-54.2% | $4,761-67.1% |
| Participant deferral / active EE | $6,224 | $6,674-6.7% | $6,270-0.7% | $5,982+4.0% |
| Admin fee / account holder | $22,652 | $10,995+106.0% | $8,081+180.3% | $11,246+101.4% |