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 | $185,873 | $130,194+42.8% | $169,993+9.3% | $71,457+160.1% |
| Participation rate | 91.7% | 86.1%+5.6pp | 87.0%+4.7pp | 67.9%+23.8pp |
| Annual return | 24.30% | 20.37%+3.9pp | 53.37%-29.1pp | 28.85%-4.6pp |
| Employer contribution / active EE | $4,102 | $4,381-6.4% | $6,785-39.5% | $2,588+58.5% |
| Participant deferral / active EE | $12,935 | $6,923+86.8% | $10,408+24.3% | $4,289+201.6% |
| Admin fee / account holder | $907 | $966-6.0% | $12,815-92.9% | $1,587-42.8% |