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 | $212,537 | $74,927+183.7% | $101,794+108.8% | $84,808+150.6% |
| Participation rate | 75.0% | 61.4%+13.6pp | 69.2%+5.8pp | 68.3%+6.7pp |
| Annual return | 12.60% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,118 | $1,522+39.2% | $2,289-7.5% | $2,631-19.5% |
| Participant deferral / active EE | $4,937 | $3,099+59.3% | $4,084+20.9% | $4,212+17.2% |
| Admin fee / account holder | $21,342 | $6,514+227.6% | $8,777+143.2% | $7,344+190.6% |