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 | $186,105 | $87,013+113.9% | $106,213+75.2% | $80,856+130.2% |
| Participation rate | 83.8% | 70.4%+13.4pp | 75.3%+8.5pp | 67.6%+16.2pp |
| Annual return | 16.21% | 17.05%-0.8pp | 116.14%-99.9pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,818 | $2,395+59.4% | $3,171+20.4% | $2,755+38.6% |
| Participant deferral / active EE | $3,960 | $3,986-0.6% | $5,016-21.1% | $4,296-7.8% |
| Admin fee / account holder | $15,874 | $8,431+88.3% | $11,033+43.9% | $6,918+129.5% |