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 | $194,105 | $47,848+305.7% | $81,478+138.2% | $70,131+176.8% |
| Participation rate | 76.7% | 58.3%+18.4pp | 68.0%+8.7pp | 69.5%+7.1pp |
| Annual return | 21.96% | 27.25%-5.3pp | 38.78%-16.8pp | 73.14%-51.2pp |
| Employer contribution / active EE | $2,960 | $1,527+93.8% | $2,568+15.3% | $2,342+26.4% |
| Participant deferral / active EE | $6,348 | $2,453+158.8% | $3,537+79.5% | $3,332+90.5% |
| Admin fee / account holder | $4,887 | $3,145+55.4% | $4,561+7.2% | $4,645+5.2% |