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 | $191,311 | $101,724+88.1% | $164,813+16.1% | $80,856+136.6% |
| Participation rate | 90.7% | 71.8%+18.9pp | 78.6%+12.1pp | 67.6%+23.1pp |
| Annual return | 17.60% | 16.72%+0.9pp | 69.93%-52.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $3,059 | $2,953+3.6% | $4,341-29.5% | $2,755+11.0% |
| Participant deferral / active EE | $5,470 | $4,477+22.2% | $6,031-9.3% | $4,296+27.3% |
| Admin fee / account holder | $10,837 | $8,227+31.7% | $12,690-14.6% | $6,918+56.7% |