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 | $146,862 | $77,899+88.5% | $149,673-1.9% | $75,163+95.4% |
| Participation rate | 97.1% | 65.6%+31.5pp | 78.8%+18.3pp | 67.2%+29.9pp |
| Annual return | 17.23% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $10,047 | $3,137+220.2% | $4,818+108.5% | $2,670+276.3% |
| Participant deferral / active EE | $5,688 | $3,411+66.8% | $5,680+0.1% | $4,125+37.9% |
| Admin fee / account holder | $14,545 | $5,956+144.2% | $13,210+10.1% | $5,651+157.4% |