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 | $148,882 | $76,552+94.5% | $123,892+20.2% | $62,891+136.7% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | 8.34% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,853 | $2,883+103.1% | $4,617+26.8% | $2,281+156.6% |
| Participant deferral / active EE | $9,667 | $4,840+99.7% | $5,984+61.5% | $3,203+201.8% |
| Admin fee / account holder | $8,326 | $4,826+72.5% | $8,357-0.4% | $4,296+93.8% |