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 | $177,340 | $99,985+77.4% | $146,665+20.9% | $85,850+106.6% |
| Participation rate | 92.3% | 73.1%+19.3pp | 80.1%+12.2pp | 69.3%+23.0pp |
| Annual return | 17.25% | 18.93%-1.7pp | 22.74%-5.5pp | 318.53%-301.3pp |
| Employer contribution / active EE | $3,888 | $2,559+52.0% | $4,136-6.0% | $2,565+51.6% |
| Participant deferral / active EE | $9,092 | $4,006+127.0% | $5,506+65.1% | $3,952+130.1% |
| Admin fee / account holder | $1,297 | $7,702-83.2% | $10,280-87.4% | $6,260-79.3% |