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 | $161,145 | $201,272-19.9% | $184,203-12.5% | $145,922+10.4% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 13.55% | 29.00%-15.4pp | 28.81%-15.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $17,958 | $7,022+155.7% | $6,427+179.4% | $4,660+285.4% |
| Participant deferral / active EE | $16,870 | $9,806+72.0% | $9,131+84.7% | $6,688+152.2% |
| Admin fee / account holder | $31,684 | $16,364+93.6% | $13,901+127.9% | $13,397+136.5% |