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 | $239,550 | $83,477+187.0% | $125,175+91.4% | $72,985+228.2% |
| Participation rate | 71.9% | 73.3%-1.4pp | 79.8%-7.9pp | 69.5%+2.4pp |
| Annual return | 20.78% | 25.78%-5.0pp | 43.79%-23.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $883 | $2,345-62.3% | $3,865-77.2% | $2,440-63.8% |
| Participant deferral / active EE | $8,078 | $3,585+125.3% | $4,937+63.6% | $3,607+123.9% |
| Admin fee / account holder | $9,045 | $5,517+63.9% | $9,702-6.8% | $5,124+76.5% |