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 | $156,765 | $117,983+32.9% | $101,794+54.0% | $142,382+10.1% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 18.34% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $692 | $2,773-75.1% | $2,289-69.8% | $4,299-83.9% |
| Participant deferral / active EE | $6,379 | $4,714+35.3% | $4,084+56.2% | $6,507-2.0% |
| Admin fee / account holder | $525 | $10,433-95.0% | $8,777-94.0% | $12,624-95.8% |