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 | $172,300 | $81,248+112.1% | $155,509+10.8% | $80,856+113.1% |
| Participation rate | 88.3% | 66.2%+22.1pp | 78.2%+10.1pp | 67.6%+20.7pp |
| Annual return | 13.50% | 33.31%-19.8pp | 64.67%-51.2pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,562 | $3,100-17.4% | $4,672-45.2% | $2,755-7.0% |
| Participant deferral / active EE | $5,025 | $3,452+45.6% | $5,626-10.7% | $4,296+17.0% |
| Admin fee / account holder | $2,052 | $7,997-74.3% | $15,912-87.1% | $6,918-70.3% |