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 | $179,724 | $86,929+106.7% | $102,423+75.5% | $80,856+122.3% |
| Participation rate | 76.3% | 72.4%+3.9pp | 76.5%-0.2pp | 67.6%+8.7pp |
| Annual return | 25.44% | 18.88%+6.6pp | 29.32%-3.9pp | 35.59%-10.2pp |
| Employer contribution / active EE | $2,738 | $2,369+15.6% | $3,023-9.4% | $2,755-0.6% |
| Participant deferral / active EE | $9,665 | $4,118+134.7% | $5,053+91.3% | $4,296+125.0% |
| Admin fee / account holder | $6,241 | $8,049-22.5% | $9,451-34.0% | $6,918-9.8% |