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 | $159,660 | $87,870+81.7% | $113,168+41.1% | $74,304+114.9% |
| Participation rate | 87.5% | 70.7%+16.8pp | 76.6%+10.9pp | 60.3%+27.2pp |
| Annual return | 16.43% | 26.44%-10.0pp | 24.27%-7.8pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,485 | $2,277-34.8% | $2,975-50.1% | $2,241-33.7% |
| Participant deferral / active EE | $4,074 | $4,241-3.9% | $5,107-20.2% | $3,767+8.2% |
| Admin fee / account holder | $4,263 | $3,368+26.6% | $12,068-64.7% | $2,969+43.6% |