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 | $229,627 | $65,395+251.1% | $182,532+25.8% | $72,985+214.6% |
| Participation rate | 76.9% | 65.4%+11.5pp | 78.0%-1.1pp | 69.5%+7.4pp |
| Annual return | 24.15% | 27.68%-3.5pp | 148.54%-124.4pp | 81.00%-56.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,166 | $3,563+101.1% | $5,524+29.7% | $3,607+98.6% |
| Admin fee / account holder | $3,505 | $4,245-17.4% | $8,592-59.2% | $5,124-31.6% |