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 | $196,590 | $77,503+153.7% | $100,391+95.8% | $80,856+143.1% |
| Participation rate | 89.5% | 76.9%+12.5pp | 81.5%+8.0pp | 67.6%+21.8pp |
| Annual return | 17.64% | 37.20%-19.6pp | 49.20%-31.6pp | 35.59%-18.0pp |
| Employer contribution / active EE | $5,414 | $2,801+93.3% | $3,942+37.4% | $2,755+96.5% |
| Participant deferral / active EE | $11,387 | $6,820+67.0% | $8,082+40.9% | $4,296+165.1% |
| Admin fee / account holder | $592 | $5,897-90.0% | $7,899-92.5% | $6,918-91.4% |