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 | $186,420 | $109,413+70.4% | $156,263+19.3% | $84,808+119.8% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | 14.88% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $4,215 | $2,907+45.0% | $4,333-2.7% | $2,631+60.2% |
| Participant deferral / active EE | $8,471 | $4,590+84.6% | $6,158+37.6% | $4,212+101.1% |
| Admin fee / account holder | $6,791 | $9,357-27.4% | $14,255-52.4% | $7,344-7.5% |