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 | $203,745 | $138,347+47.3% | $184,203+10.6% | $80,856+152.0% |
| Participation rate | 96.8% | 83.9%+12.9pp | 86.8%+10.0pp | 67.6%+29.1pp |
| Annual return | 14.17% | 20.02%-5.8pp | 28.81%-14.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,281 | $4,850+29.5% | $6,427-2.3% | $2,755+128.0% |
| Participant deferral / active EE | $10,418 | $7,071+47.3% | $9,131+14.1% | $4,296+142.5% |
| Admin fee / account holder | $11,459 | $10,483+9.3% | $13,901-17.6% | $6,918+65.6% |