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 | $151,786 | $117,983+28.7% | $101,794+49.1% | $142,382+6.6% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.2%+25.6pp | 80.1%+14.6pp |
| Annual return | 15.46% | 36.92%-21.5pp | 30.53%-15.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,822 | $2,773-34.3% | $2,289-20.4% | $4,299-57.6% |
| Participant deferral / active EE | $3,903 | $4,714-17.2% | $4,084-4.4% | $6,507-40.0% |
| Admin fee / account holder | $893 | $10,433-91.4% | $8,777-89.8% | $12,624-92.9% |