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 | $190,667 | $101,724+87.4% | $164,813+15.7% | $80,856+135.8% |
| Participation rate | 80.5% | 71.8%+8.7pp | 78.6%+1.9pp | 67.6%+12.8pp |
| Annual return | 19.62% | 16.72%+2.9pp | 69.93%-50.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,620 | $2,953-11.3% | $4,341-39.7% | $2,755-4.9% |
| Participant deferral / active EE | $4,631 | $4,477+3.4% | $6,031-23.2% | $4,296+7.8% |
| Admin fee / account holder | $2,356 | $8,227-71.4% | $12,690-81.4% | $6,918-65.9% |