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 | $161,456 | $95,453+69.1% | $112,040+44.1% | $82,448+95.8% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.5%+17.3pp | 68.1%+25.7pp |
| Annual return | 13.87% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,371 | $2,318+45.4% | $2,954+14.1% | $2,551+32.1% |
| Participant deferral / active EE | $5,030 | $4,224+19.1% | $5,098-1.3% | $4,139+21.5% |
| Admin fee / account holder | $2,709 | $9,013-69.9% | $12,098-77.6% | $7,234-62.6% |