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 | $220,193 | $138,347+59.2% | $184,203+19.5% | $80,856+172.3% |
| Participation rate | 97.2% | 83.9%+13.4pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 14.31% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $9,742 | $4,850+100.8% | $6,427+51.6% | $2,755+253.6% |
| Participant deferral / active EE | $14,261 | $7,071+101.7% | $9,131+56.2% | $4,296+232.0% |
| Admin fee / account holder | $13,769 | $10,483+31.3% | $13,901-0.9% | $6,918+99.0% |