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 | $213,935 | $86,929+146.1% | $102,423+108.9% | $80,856+164.6% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.6%+27.8pp |
| Annual return | 20.06% | 18.88%+1.2pp | 29.32%-9.3pp | 35.59%-15.5pp |
| Employer contribution / active EE | $3,399 | $2,369+43.5% | $3,023+12.4% | $2,755+23.4% |
| Participant deferral / active EE | $6,730 | $4,118+63.4% | $5,053+33.2% | $4,296+56.7% |
| Admin fee / account holder | $11,833 | $8,049+47.0% | $9,451+25.2% | $6,918+71.0% |