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 | $156,350 | $106,515+46.8% | $96,683+61.7% | $139,434+12.1% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.3%+20.4pp | 80.3%+14.4pp |
| Annual return | 16.67% | 38.43%-21.8pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,259 | $4,103-45.0% | $3,737-39.6% | $4,751-52.5% |
| Participant deferral / active EE | $8,635 | $5,454+58.3% | $4,878+77.0% | $6,710+28.7% |
| Admin fee / account holder | $2,024 | $7,877-74.3% | $6,730-69.9% | $11,403-82.2% |