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 | $168,321 | $86,929+93.6% | $102,423+64.3% | $80,856+108.2% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.7pp |
| Annual return | 14.89% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $7,407 | $2,369+212.6% | $3,023+145.0% | $2,755+168.9% |
| Participant deferral / active EE | $3,103 | $4,118-24.7% | $5,053-38.6% | $4,296-27.8% |
| Admin fee / account holder | $1,968 | $8,049-75.5% | $9,451-79.2% | $6,918-71.5% |