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 | $146,940 | $67,606+117.3% | $82,313+78.5% | $70,131+109.5% |
| Participation rate | 93.9% | 72.8%+21.2pp | 76.9%+17.0pp | 69.5%+24.4pp |
| Annual return | 15.88% | 21.57%-5.7pp | 25.88%-10.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $4,018 | $1,755+129.0% | $2,428+65.5% | $2,342+71.5% |
| Participant deferral / active EE | $9,303 | $2,987+211.5% | $3,706+151.0% | $3,332+179.2% |
| Admin fee / account holder | $717 | $4,512-84.1% | $5,608-87.2% | $4,645-84.6% |