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 | $156,495 | $91,190+71.6% | $178,490-12.3% | $79,858+96.0% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 13.02% | 24.19%-11.2pp | 151.07%-138.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,249 | $3,256-30.9% | $5,011-55.1% | $2,471-9.0% |
| Participant deferral / active EE | $11,785 | $3,236+264.2% | $5,202+126.6% | $3,740+215.1% |
| Admin fee / account holder | $6,508 | $6,751-3.6% | $13,984-53.5% | $5,306+22.6% |