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 | $230,746 | $148,978+54.9% | $200,582+15.0% | $84,808+172.1% |
| Participation rate | 77.9% | 84.2%-6.3pp | 86.9%-8.9pp | 68.3%+9.6pp |
| Annual return | 17.79% | 28.16%-10.4pp | 42.33%-24.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $9,314 | $4,815+93.4% | $6,419+45.1% | $2,631+254.0% |
| Participant deferral / active EE | $21,198 | $7,142+196.8% | $9,331+127.2% | $4,212+403.3% |
| Admin fee / account holder | $14,398 | $13,977+3.0% | $16,305-11.7% | $7,344+96.1% |