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 | $175,481 | $86,929+101.9% | $102,423+71.3% | $80,856+117.0% |
| Participation rate | 85.4% | 72.4%+13.0pp | 76.5%+8.9pp | 67.6%+17.8pp |
| Annual return | 11.32% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,717 | $2,369+56.9% | $3,023+22.9% | $2,755+34.9% |
| Participant deferral / active EE | $8,860 | $4,118+115.1% | $5,053+75.3% | $4,296+106.3% |
| Admin fee / account holder | $17,677 | $8,049+119.6% | $9,451+87.0% | $6,918+155.5% |