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 | $160,516 | $109,881+46.1% | $150,045+7.0% | $84,808+89.3% |
| Participation rate | 98.2% | 76.1%+22.1pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 16.36% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,870 | $3,561+36.8% | $4,693+3.8% | $2,631+85.1% |
| Participant deferral / active EE | $10,477 | $6,636+57.9% | $7,997+31.0% | $4,212+148.8% |
| Admin fee / account holder | $19,355 | $8,568+125.9% | $13,435+44.1% | $7,344+163.6% |