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 | $190,751 | $108,825+75.3% | $156,181+22.1% | $82,448+131.4% |
| Participation rate | 75.7% | 72.4%+3.3pp | 78.8%-3.2pp | 68.1%+7.6pp |
| Annual return | 18.17% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $3,110 | $2,870+8.4% | $4,294-27.6% | $2,551+21.9% |
| Participant deferral / active EE | $6,366 | $4,577+39.1% | $6,132+3.8% | $4,139+53.8% |
| Admin fee / account holder | $17,193 | $9,341+84.1% | $14,586+17.9% | $7,234+137.7% |