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 | $190,524 | $87,013+119.0% | $106,213+79.4% | $80,856+135.6% |
| Participation rate | 85.7% | 70.4%+15.3pp | 75.3%+10.4pp | 67.6%+18.1pp |
| Annual return | 13.53% | 17.05%-3.5pp | 116.14%-102.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,046 | $2,395-14.6% | $3,171-35.5% | $2,755-25.7% |
| Participant deferral / active EE | $5,571 | $3,986+39.8% | $5,016+11.1% | $4,296+29.7% |
| Admin fee / account holder | $7,739 | $8,431-8.2% | $11,033-29.9% | $6,918+11.9% |