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 | $196,443 | $80,968+142.6% | $96,544+103.5% | $75,163+161.4% |
| Participation rate | 74.6% | 71.8%+2.8pp | 76.0%-1.4pp | 67.2%+7.4pp |
| Annual return | 19.69% | 27.06%-7.4pp | 25.84%-6.2pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,980 | $2,282+74.4% | $2,965+34.2% | $2,670+49.1% |
| Participant deferral / active EE | $7,956 | $3,928+102.6% | $4,851+64.0% | $4,125+92.9% |
| Admin fee / account holder | $2,899 | $6,724-56.9% | $8,252-64.9% | $5,651-48.7% |