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 | $146,222 | $93,571+56.3% | $135,903+7.6% | $75,163+94.5% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 18.12% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,223 | $3,537+19.4% | $4,856-13.0% | $2,670+58.2% |
| Participant deferral / active EE | $11,649 | $6,404+81.9% | $7,758+50.2% | $4,125+182.4% |
| Admin fee / account holder | $1,846 | $6,975-73.5% | $10,762-82.8% | $5,651-67.3% |