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 | $191,290 | $94,529+102.4% | $140,016+36.6% | $64,186+198.0% |
| Participation rate | 97.5% | 84.1%+13.4pp | 87.5%+10.0pp | 69.6%+27.9pp |
| Annual return | 3.00% | 7.77%-4.8pp | 651.12%-648.1pp | 7.63%-4.6pp |
| Employer contribution / active EE | $4,072 | $3,812+6.8% | $5,606-27.4% | $2,381+71.0% |
| Participant deferral / active EE | $9,764 | $5,250+86.0% | $6,927+41.0% | $3,470+181.4% |
| Admin fee / account holder | $10,590 | $6,741+57.1% | $10,705-1.1% | $4,888+116.7% |