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 | $142,636 | $54,762+160.5% | $90,281+58.0% | $72,985+95.4% |
| Participation rate | 75.7% | 65.1%+10.5pp | 73.3%+2.4pp | 69.5%+6.2pp |
| Annual return | 21.90% | 30.63%-8.7pp | 78.10%-56.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $431 | $2,092-79.4% | $2,854-84.9% | $2,440-82.3% |
| Participant deferral / active EE | $4,207 | $2,887+45.7% | $3,885+8.3% | $3,607+16.6% |
| Admin fee / account holder | $8,682 | $3,972+118.6% | $5,351+62.2% | $5,124+69.4% |