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 | $223,218 | $86,929+156.8% | $102,423+117.9% | $80,856+176.1% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.6%+17.1pp |
| Annual return | 11.83% | 18.88%-7.1pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,627 | $2,369+10.9% | $3,023-13.1% | $2,755-4.6% |
| Participant deferral / active EE | $6,653 | $4,118+61.5% | $5,053+31.7% | $4,296+54.9% |
| Admin fee / account holder | $7,499 | $8,049-6.8% | $9,451-20.6% | $6,918+8.4% |