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 | $173,186 | $86,929+99.2% | $102,423+69.1% | $80,856+114.2% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.6%+25.0pp |
| Annual return | 12.49% | 18.88%-6.4pp | 29.32%-16.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,341 | $2,369-1.2% | $3,023-22.6% | $2,755-15.0% |
| Participant deferral / active EE | $5,968 | $4,118+44.9% | $5,053+18.1% | $4,296+38.9% |
| Admin fee / account holder | $2,238 | $8,049-72.2% | $9,451-76.3% | $6,918-67.7% |