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 | $143,392 | $76,407+87.7% | $150,298-4.6% | $82,448+73.9% |
| Participation rate | 70.3% | 66.4%+3.9pp | 77.8%-7.5pp | 68.1%+2.2pp |
| Annual return | 14.19% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $5,019 | $2,614+92.0% | $4,154+20.8% | $2,551+96.8% |
| Participant deferral / active EE | $8,753 | $3,214+172.3% | $5,453+60.5% | $4,139+111.5% |
| Admin fee / account holder | $23,467 | $6,352+269.4% | $14,116+66.2% | $7,234+224.4% |