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 | $182,687 | $89,753+103.5% | $107,525+69.9% | $84,808+115.4% |
| Participation rate | 78.6% | 68.1%+10.5pp | 75.1%+3.5pp | 68.3%+10.3pp |
| Annual return | 14.60% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,741 | $3,113-12.0% | $3,754-27.0% | $2,631+4.2% |
| Participant deferral / active EE | $7,880 | $4,056+94.3% | $5,116+54.0% | $4,212+87.1% |
| Admin fee / account holder | $5,024 | $7,222-30.4% | $8,919-43.7% | $7,344-31.6% |