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 | $162,840 | $118,450+37.5% | $98,439+65.4% | $139,434+16.8% |
| Participation rate | 70.0% | 77.4%-7.4pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 15.71% | 18.94%-3.2pp | 21.16%-5.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,449 | $3,609-32.1% | $3,048-19.6% | $4,751-48.4% |
| Participant deferral / active EE | $8,216 | $5,392+52.4% | $4,738+73.4% | $6,710+22.4% |
| Admin fee / account holder | $3,763 | $14,026-73.2% | $8,948-57.9% | $11,403-67.0% |