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 | $166,865 | $101,724+64.0% | $164,813+1.2% | $80,856+106.4% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.2pp | 67.6%+15.1pp |
| Annual return | 13.93% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,934 | $2,953+100.9% | $4,341+36.7% | $2,755+115.4% |
| Participant deferral / active EE | $9,244 | $4,477+106.5% | $6,031+53.3% | $4,296+115.2% |
| Admin fee / account holder | $10,782 | $8,227+31.1% | $12,690-15.0% | $6,918+55.9% |