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 | $247,544 | $81,248+204.7% | $155,509+59.2% | $80,856+206.2% |
| Participation rate | 73.9% | 66.2%+7.7pp | 78.2%-4.3pp | 67.6%+6.3pp |
| Annual return | 13.00% | 33.31%-20.3pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,072 | $3,100+63.6% | $4,672+8.5% | $2,755+84.1% |
| Participant deferral / active EE | $3,220 | $3,452-6.7% | $5,626-42.8% | $4,296-25.0% |
| Admin fee / account holder | $4,538 | $7,997-43.3% | $15,912-71.5% | $6,918-34.4% |