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 | $163,193 | $91,552+78.3% | $133,956+21.8% | $79,858+104.4% |
| Participation rate | 90.7% | 73.3%+17.4pp | 79.8%+10.9pp | 69.6%+21.1pp |
| Annual return | 13.15% | 61.85%-48.7pp | 45.09%-31.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,232 | $2,384-6.3% | $3,919-43.0% | $2,471-9.6% |
| Participant deferral / active EE | $5,216 | $3,733+39.7% | $5,048+3.3% | $3,740+39.5% |
| Admin fee / account holder | $2,670 | $6,321-57.8% | $8,927-70.1% | $5,306-49.7% |