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 | $203,486 | $95,803+112.4% | $113,168+79.8% | $84,808+139.9% |
| Participation rate | 85.2% | 72.9%+12.3pp | 76.6%+8.6pp | 68.3%+16.9pp |
| Annual return | 18.76% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,113 | $2,360-10.4% | $2,975-29.0% | $2,631-19.7% |
| Participant deferral / active EE | $7,309 | $4,242+72.3% | $5,107+43.1% | $4,212+73.6% |
| Admin fee / account holder | $1,174 | $8,989-86.9% | $12,068-90.3% | $7,344-84.0% |