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 | $238,466 | $64,480+269.8% | $81,382+193.0% | $80,856+194.9% |
| Participation rate | 81.0% | 63.9%+17.1pp | 69.5%+11.5pp | 67.6%+13.3pp |
| Annual return | 14.46% | 16.34%-1.9pp | 24.73%-10.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,062 | $1,978+4.2% | $2,463-16.3% | $2,755-25.1% |
| Participant deferral / active EE | $7,369 | $3,094+138.2% | $3,883+89.8% | $4,296+71.5% |
| Admin fee / account holder | $5,653 | $5,671-0.3% | $5,768-2.0% | $6,918-18.3% |