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 | $122,516 | $87,870+39.4% | $113,168+8.3% | $74,304+64.9% |
| Participation rate | 74.5% | 70.7%+3.7pp | 76.6%-2.1pp | 60.3%+14.1pp |
| Annual return | 26.39% | 26.44%-0.1pp | 24.27%+2.1pp | 29.43%-3.0pp |
| Employer contribution / active EE | $4,381 | $2,277+92.4% | $2,975+47.2% | $2,241+95.5% |
| Participant deferral / active EE | $9,010 | $4,241+112.4% | $5,107+76.4% | $3,767+139.2% |
| Admin fee / account holder | $12,743 | $3,368+278.4% | $12,068+5.6% | $2,969+329.2% |