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 3-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 | $210,105 | $56,897+269.3% | $84,750+147.9% | $62,891+234.1% |
| Participation rate | 75.0% | 68.5%+6.5pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 6.74% | 6.30%+0.4pp | 22.78%-16.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,997 | $2,400-16.8% | $3,574-44.1% | $2,281-12.5% |
| Participant deferral / active EE | $4,950 | $2,709+82.7% | $3,712+33.4% | $3,203+54.6% |
| Admin fee / account holder | $2,917 | $3,581-18.5% | $5,332-45.3% | $4,296-32.1% |