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 | $170,047 | $109,881+54.8% | $150,045+13.3% | $84,808+100.5% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 15.91% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,519 | $3,561-1.2% | $4,693-25.0% | $2,631+33.7% |
| Participant deferral / active EE | $8,386 | $6,636+26.4% | $7,997+4.9% | $4,212+99.1% |
| Admin fee / account holder | $3,682 | $8,568-57.0% | $13,435-72.6% | $7,344-49.9% |