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 | $155,490 | $95,803+62.3% | $113,168+37.4% | $84,808+83.3% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.8pp |
| Annual return | 16.21% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $6,600 | $2,360+179.7% | $2,975+121.8% | $2,631+150.8% |
| Participant deferral / active EE | $6,048 | $4,242+42.6% | $5,107+18.4% | $4,212+43.6% |
| Admin fee / account holder | $10,834 | $8,989+20.5% | $12,068-10.2% | $7,344+47.5% |