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 | $164,172 | $67,606+142.8% | $82,313+99.4% | $70,131+134.1% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 12.52% | 21.57%-9.0pp | 25.88%-13.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,855 | $1,755+5.7% | $2,428-23.6% | $2,342-20.8% |
| Participant deferral / active EE | $3,594 | $2,987+20.3% | $3,706-3.0% | $3,332+7.9% |
| Admin fee / account holder | $12,559 | $4,512+178.3% | $5,608+123.9% | $4,645+170.3% |