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 | $152,479 | $76,552+99.2% | $123,892+23.1% | $62,891+142.5% |
| Participation rate | 93.1% | 73.0%+20.1pp | 81.4%+11.7pp | 69.3%+23.8pp |
| Annual return | 16.55% | 18.68%-2.1pp | 47.52%-31.0pp | 20.14%-3.6pp |
| Employer contribution / active EE | $5,814 | $2,883+101.7% | $4,617+25.9% | $2,281+154.9% |
| Participant deferral / active EE | $6,907 | $4,840+42.7% | $5,984+15.4% | $3,203+115.6% |
| Admin fee / account holder | $506 | $4,826-89.5% | $8,357-93.9% | $4,296-88.2% |