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 | $164,969 | $106,749+54.5% | $145,433+13.4% | $82,448+100.1% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 16.72% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,705 | $3,444-50.5% | $4,554-62.6% | $2,551-33.2% |
| Participant deferral / active EE | $8,445 | $6,519+29.6% | $7,897+6.9% | $4,139+104.0% |
| Admin fee / account holder | $4,362 | $8,390-48.0% | $13,129-66.8% | $7,234-39.7% |