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 | $206,355 | $78,520+162.8% | $96,576+113.7% | $82,448+150.3% |
| Participation rate | 81.0% | 77.7%+3.2pp | 81.4%-0.5pp | 68.1%+12.9pp |
| Annual return | 14.76% | 41.30%-26.5pp | 38.47%-23.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $5,005 | $2,630+90.3% | $3,553+40.9% | $2,551+96.2% |
| Participant deferral / active EE | $13,915 | $6,754+106.0% | $7,956+74.9% | $4,139+236.2% |
| Admin fee / account holder | $10,310 | $13,455-23.4% | $11,381-9.4% | $7,234+42.5% |