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 | $165,367 | $109,881+50.5% | $150,045+10.2% | $84,808+95.0% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 14.55% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,271 | $3,561-8.2% | $4,693-30.3% | $2,631+24.3% |
| Participant deferral / active EE | $7,292 | $6,636+9.9% | $7,997-8.8% | $4,212+73.1% |
| Admin fee / account holder | $18,990 | $8,568+121.6% | $13,435+41.3% | $7,344+158.6% |