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 | $158,095 | $109,881+43.9% | $150,045+5.4% | $84,808+86.4% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 18.38% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,510 | $3,561+54.7% | $4,693+17.4% | $2,631+109.4% |
| Participant deferral / active EE | $19,067 | $6,636+187.3% | $7,997+138.4% | $4,212+352.7% |
| Admin fee / account holder | $8,820 | $8,568+2.9% | $13,435-34.4% | $7,344+20.1% |