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 | $191,610 | $80,673+137.5% | $101,326+89.1% | $84,808+125.9% |
| Participation rate | 86.7% | 77.8%+8.9pp | 81.5%+5.2pp | 68.3%+18.4pp |
| Annual return | 17.23% | 38.95%-21.7pp | 36.82%-19.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $7,290 | $2,698+170.2% | $3,665+98.9% | $2,631+177.1% |
| Participant deferral / active EE | $16,448 | $6,840+140.5% | $7,994+105.8% | $4,212+290.5% |
| Admin fee / account holder | $26,657 | $12,784+108.5% | $11,185+138.3% | $7,344+263.0% |