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 | $141,697 | $78,705+80.0% | $117,854+20.2% | $70,131+102.0% |
| Participation rate | 93.9% | 73.2%+20.7pp | 79.7%+14.3pp | 69.5%+24.4pp |
| Annual return | 20.88% | 23.30%-2.4pp | 335.08%-314.2pp | 73.14%-52.3pp |
| Employer contribution / active EE | $1,767 | $2,223-20.5% | $3,786-53.3% | $2,342-24.6% |
| Participant deferral / active EE | $3,630 | $3,297+10.1% | $4,482-19.0% | $3,332+8.9% |
| Admin fee / account holder | $6,293 | $5,065+24.2% | $8,020-21.5% | $4,645+35.5% |