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 | $168,005 | $93,571+79.5% | $135,903+23.6% | $75,163+123.5% |
| Participation rate | 80.6% | 75.2%+5.5pp | 81.9%-1.3pp | 67.2%+13.5pp |
| Annual return | 81.20% | 30.90%+50.3pp | 68.23%+13.0pp | 160.62%-79.4pp |
| Employer contribution / active EE | $1,312 | $3,537-62.9% | $4,856-73.0% | $2,670-50.9% |
| Participant deferral / active EE | $12,461 | $6,404+94.6% | $7,758+60.6% | $4,125+202.1% |
| Admin fee / account holder | $1,689 | $6,975-75.8% | $10,762-84.3% | $5,651-70.1% |