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 | $194,200 | $94,625+105.2% | $116,228+67.1% | $84,808+129.0% |
| Participation rate | 95.2% | 70.4%+24.8pp | 74.6%+20.7pp | 68.3%+26.9pp |
| Annual return | 12.58% | 20.40%-7.8pp | 90.06%-77.5pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,284 | $2,347-2.7% | $2,994-23.7% | $2,631-13.2% |
| Participant deferral / active EE | $6,957 | $3,972+75.2% | $4,953+40.5% | $4,212+65.2% |
| Admin fee / account holder | $5,327 | $10,091-47.2% | $11,989-55.6% | $7,344-27.5% |