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 | $185,840 | $82,882+124.2% | $127,761+45.5% | $72,985+154.6% |
| Participation rate | 93.0% | 71.5%+21.5pp | 79.0%+14.0pp | 69.5%+23.5pp |
| Annual return | 24.31% | 32.20%-7.9pp | 26.14%-1.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,773 | $3,346-47.0% | $4,574-61.2% | $2,440-27.3% |
| Participant deferral / active EE | $5,790 | $4,791+20.9% | $6,021-3.8% | $3,607+60.5% |
| Admin fee / account holder | $3,483 | $6,487-46.3% | $9,395-62.9% | $5,124-32.0% |