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 | $163,896 | $148,978+10.0% | $200,582-18.3% | $84,808+93.3% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 18.36% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,772 | $4,815-0.9% | $6,419-25.7% | $2,631+81.4% |
| Participant deferral / active EE | $14,006 | $7,142+96.1% | $9,331+50.1% | $4,212+232.6% |
| Admin fee / account holder | $5,002 | $13,977-64.2% | $16,305-69.3% | $7,344-31.9% |