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 | $151,235 | $93,571+61.6% | $135,903+11.3% | $75,163+101.2% |
| Participation rate | 98.3% | 75.2%+23.2pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 19.02% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $3,983 | $3,537+12.6% | $4,856-18.0% | $2,670+49.2% |
| Participant deferral / active EE | $9,597 | $6,404+49.9% | $7,758+23.7% | $4,125+132.6% |
| Admin fee / account holder | $6,195 | $6,975-11.2% | $10,762-42.4% | $5,651+9.6% |