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 | $188,904 | $67,606+179.4% | $82,313+129.5% | $70,131+169.4% |
| Participation rate | 86.0% | 72.8%+13.3pp | 76.9%+9.2pp | 69.5%+16.5pp |
| Annual return | 21.71% | 21.57%+0.1pp | 25.88%-4.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $2,409 | $1,755+37.3% | $2,428-0.8% | $2,342+2.8% |
| Participant deferral / active EE | $8,348 | $2,987+179.5% | $3,706+125.3% | $3,332+150.6% |
| Admin fee / account holder | $14,686 | $4,512+225.5% | $5,608+161.9% | $4,645+216.1% |