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 | $165,536 | $86,929+90.4% | $102,423+61.6% | $80,856+104.7% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.6%+16.4pp |
| Annual return | 13.71% | 18.88%-5.2pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,340 | $2,369-1.2% | $3,023-22.6% | $2,755-15.1% |
| Participant deferral / active EE | $12,978 | $4,118+215.1% | $5,053+156.8% | $4,296+202.1% |
| Admin fee / account holder | $18,058 | $8,049+124.4% | $9,451+91.1% | $6,918+161.0% |