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 | $204,536 | $106,749+91.6% | $145,433+40.6% | $82,448+148.1% |
| Participation rate | 85.2% | 75.6%+9.5pp | 82.1%+3.1pp | 68.1%+17.1pp |
| Annual return | 16.70% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,769 | $3,444-19.6% | $4,554-39.2% | $2,551+8.5% |
| Participant deferral / active EE | $15,417 | $6,519+136.5% | $7,897+95.2% | $4,139+272.5% |
| Admin fee / account holder | $3,006 | $8,390-64.2% | $13,129-77.1% | $7,234-58.4% |