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 | $212,351 | $109,881+93.3% | $150,045+41.5% | $84,808+150.4% |
| Participation rate | 80.8% | 76.1%+4.7pp | 82.3%-1.6pp | 68.3%+12.5pp |
| Annual return | 17.04% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,036 | $3,561+13.3% | $4,693-14.0% | $2,631+53.4% |
| Participant deferral / active EE | $8,674 | $6,636+30.7% | $7,997+8.5% | $4,212+106.0% |
| Admin fee / account holder | $3,786 | $8,568-55.8% | $13,435-71.8% | $7,344-48.5% |