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 | $236,454 | $109,881+115.2% | $150,045+57.6% | $84,808+178.8% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 15.40% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,799 | $3,561-21.4% | $4,693-40.4% | $2,631+6.4% |
| Participant deferral / active EE | $7,253 | $6,636+9.3% | $7,997-9.3% | $4,212+72.2% |
| Admin fee / account holder | $2,087 | $8,568-75.6% | $13,435-84.5% | $7,344-71.6% |