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 | $185,005 | $86,929+112.8% | $102,423+80.6% | $80,856+128.8% |
| Participation rate | 90.2% | 72.4%+17.8pp | 76.5%+13.7pp | 67.6%+22.6pp |
| Annual return | 21.46% | 18.88%+2.6pp | 29.32%-7.9pp | 35.59%-14.1pp |
| Employer contribution / active EE | $2,744 | $2,369+15.8% | $3,023-9.2% | $2,755-0.4% |
| Participant deferral / active EE | $9,636 | $4,118+134.0% | $5,053+90.7% | $4,296+124.3% |
| Admin fee / account holder | $7,484 | $8,049-7.0% | $9,451-20.8% | $6,918+8.2% |