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 | $180,132 | $146,267+23.2% | $197,124-8.6% | $82,448+118.5% |
| Participation rate | 96.7% | 84.0%+12.7pp | 86.7%+10.0pp | 68.1%+28.7pp |
| Annual return | 15.95% | 29.61%-13.7pp | 44.34%-28.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $7,297 | $4,723+54.5% | $6,227+17.2% | $2,551+186.0% |
| Participant deferral / active EE | $9,517 | $7,035+35.3% | $9,135+4.2% | $4,139+129.9% |
| Admin fee / account holder | $4,072 | $14,422-71.8% | $16,298-75.0% | $7,234-43.7% |