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 | $201,971 | $80,673+150.4% | $101,326+99.3% | $84,808+138.2% |
| Participation rate | 82.8% | 77.8%+5.0pp | 81.5%+1.3pp | 68.3%+14.4pp |
| Annual return | 14.81% | 38.95%-24.1pp | 36.82%-22.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,966 | $2,698-27.1% | $3,665-46.4% | $2,631-25.3% |
| Participant deferral / active EE | $5,373 | $6,840-21.5% | $7,994-32.8% | $4,212+27.6% |
| Admin fee / account holder | $2,970 | $12,784-76.8% | $11,185-73.4% | $7,344-59.6% |