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 | $192,176 | $80,968+137.3% | $96,544+99.1% | $75,163+155.7% |
| Participation rate | 98.5% | 71.8%+26.7pp | 76.0%+22.5pp | 67.2%+31.3pp |
| Annual return | 25.43% | 27.06%-1.6pp | 25.84%-0.4pp | 160.62%-135.2pp |
| Employer contribution / active EE | $9,192 | $2,282+302.9% | $2,965+210.0% | $2,670+244.3% |
| Participant deferral / active EE | $8,195 | $3,928+108.6% | $4,851+68.9% | $4,125+98.7% |
| Admin fee / account holder | $2,537 | $6,724-62.3% | $8,252-69.3% | $5,651-55.1% |