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 | $154,891 | $77,634+99.5% | $156,549-1.1% | $62,891+146.3% |
| Participation rate | 85.3% | 71.2%+14.1pp | 84.0%+1.3pp | 69.3%+16.0pp |
| Annual return | 7.86% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,664 | $3,444+35.4% | $5,501-15.2% | $2,281+104.5% |
| Participant deferral / active EE | $6,670 | $3,045+119.0% | $4,871+36.9% | $3,203+108.3% |
| Admin fee / account holder | $10,381 | $5,561+86.7% | $13,027-20.3% | $4,296+141.7% |