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 | $165,904 | $85,766+93.4% | $136,294+21.7% | $70,131+136.6% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 20.08% | 31.45%-11.4pp | 5155.94%-5135.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $753 | $2,966-74.6% | $4,695-84.0% | $2,342-67.9% |
| Participant deferral / active EE | $5,294 | $5,051+4.8% | $6,247-15.3% | $3,332+58.9% |
| Admin fee / account holder | $409 | $5,420-92.5% | $9,243-95.6% | $4,645-91.2% |