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 | $175,957 | $93,571+88.0% | $135,903+29.5% | $75,163+134.1% |
| Participation rate | 76.7% | 75.2%+1.5pp | 81.9%-5.2pp | 67.2%+9.5pp |
| Annual return | 27.06% | 30.90%-3.8pp | 68.23%-41.2pp | 160.62%-133.6pp |
| Employer contribution / active EE | $4,494 | $3,537+27.1% | $4,856-7.5% | $2,670+68.3% |
| Participant deferral / active EE | $10,874 | $6,404+69.8% | $7,758+40.2% | $4,125+163.6% |
| Admin fee / account holder | $3,009 | $6,975-56.9% | $10,762-72.0% | $5,651-46.7% |