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 | $187,843 | $83,477+125.0% | $125,175+50.1% | $72,985+157.4% |
| Participation rate | 92.2% | 73.3%+18.8pp | 79.8%+12.4pp | 69.5%+22.7pp |
| Annual return | 19.19% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $5,882 | $2,345+150.8% | $3,865+52.2% | $2,440+141.1% |
| Participant deferral / active EE | $9,022 | $3,585+151.6% | $4,937+82.8% | $3,607+150.1% |
| Admin fee / account holder | $28,908 | $5,517+424.0% | $9,702+198.0% | $5,124+464.1% |