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 | $178,555 | $98,750+80.8% | $149,696+19.3% | $79,858+123.6% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.5%-10.3pp | 69.6%+2.6pp |
| Annual return | 20.64% | 27.43%-6.8pp | 276.60%-256.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,627 | $3,216-18.3% | $4,644-43.4% | $2,471+6.3% |
| Participant deferral / active EE | $7,332 | $5,680+29.1% | $6,842+7.2% | $3,740+96.0% |
| Admin fee / account holder | $7,056 | $6,053+16.6% | $9,309-24.2% | $5,306+33.0% |