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 | $158,294 | $72,277+119.0% | $101,248+56.3% | $79,858+98.2% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.8%+8.1pp | 69.6%+14.2pp |
| Annual return | 21.13% | 22.30%-1.2pp | 46.47%-25.3pp | 31.71%-10.6pp |
| Employer contribution / active EE | $6,471 | $2,692+140.4% | $3,660+76.8% | $2,471+161.9% |
| Participant deferral / active EE | $12,945 | $3,282+294.5% | $4,370+196.2% | $3,740+246.1% |
| Admin fee / account holder | $18,246 | $4,400+314.7% | $5,945+206.9% | $5,306+243.9% |