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 | $180,797 | $58,627+208.4% | $76,735+135.6% | $82,448+119.3% |
| Participation rate | 71.9% | 63.2%+8.7pp | 69.5%+2.4pp | 68.1%+3.8pp |
| Annual return | 16.08% | 39.10%-23.0pp | 29.77%-13.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $6,175 | $1,729+257.1% | $2,454+151.6% | $2,551+142.1% |
| Participant deferral / active EE | $13,706 | $3,134+337.4% | $4,088+235.3% | $4,139+231.1% |
| Admin fee / account holder | $5,647 | $5,323+6.1% | $7,189-21.4% | $7,234-21.9% |