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 | $169,178 | $77,899+117.2% | $149,673+13.0% | $75,163+125.1% |
| Participation rate | 74.2% | 65.6%+8.6pp | 78.8%-4.6pp | 67.2%+7.0pp |
| Annual return | 15.26% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,827 | $3,137-9.9% | $4,818-41.3% | $2,670+5.9% |
| Participant deferral / active EE | $5,664 | $3,411+66.0% | $5,680-0.3% | $4,125+37.3% |
| Admin fee / account holder | $4,740 | $5,956-20.4% | $13,210-64.1% | $5,651-16.1% |