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 | $182,282 | $101,724+79.2% | $164,813+10.6% | $80,856+125.4% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 18.00% | 16.72%+1.3pp | 69.93%-51.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,299 | $2,953-56.0% | $4,341-70.1% | $2,755-52.9% |
| Participant deferral / active EE | $2,510 | $4,477-43.9% | $6,031-58.4% | $4,296-41.6% |
| Admin fee / account holder | $3,359 | $8,227-59.2% | $12,690-73.5% | $6,918-51.4% |