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 | $224,106 | $123,793+81.0% | $177,821+26.0% | $79,858+180.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.7%-12.7pp | 69.6%+5.4pp |
| Annual return | 14.98% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,455 | $4,095-40.1% | $5,918-58.5% | $2,471-0.7% |
| Participant deferral / active EE | $5,338 | $5,956-10.4% | $7,714-30.8% | $3,740+42.7% |
| Admin fee / account holder | $20,766 | $7,243+186.7% | $12,427+67.1% | $5,306+291.4% |