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 | $167,454 | $60,892+175.0% | $82,389+103.2% | $84,808+97.5% |
| Participation rate | 92.8% | 63.3%+29.5pp | 69.5%+23.2pp | 68.3%+24.5pp |
| Annual return | 19.66% | 37.29%-17.6pp | 28.67%-9.0pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,964 | $1,779+66.6% | $2,517+17.7% | $2,631+12.6% |
| Participant deferral / active EE | $5,973 | $3,179+87.9% | $4,155+43.8% | $4,212+41.8% |
| Admin fee / account holder | $9,981 | $5,467+82.6% | $7,231+38.0% | $7,344+35.9% |