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 | $205,460 | $109,881+87.0% | $150,045+36.9% | $84,808+142.3% |
| Participation rate | 80.5% | 76.1%+4.4pp | 82.3%-1.8pp | 68.3%+12.2pp |
| Annual return | 15.58% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,439 | $3,561-31.5% | $4,693-48.0% | $2,631-7.3% |
| Participant deferral / active EE | $9,714 | $6,636+46.4% | $7,997+21.5% | $4,212+130.6% |
| Admin fee / account holder | $9,537 | $8,568+11.3% | $13,435-29.0% | $7,344+29.9% |