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 | $99,863 | $52,279+91.0% | $89,391+11.7% | $79,858+25.1% |
| Participation rate | 71.3% | 57.5%+13.7pp | 68.0%+3.3pp | 69.6%+1.6pp |
| Annual return | 16.49% | 22.16%-5.7pp | 245.62%-229.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,570 | $1,572-0.1% | $2,586-39.3% | $2,471-36.5% |
| Participant deferral / active EE | $6,069 | $2,740+121.5% | $3,890+56.0% | $3,740+62.3% |
| Admin fee / account holder | $18,503 | $3,356+451.3% | $4,881+279.1% | $5,306+248.7% |