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 | $209,537 | $86,929+141.0% | $102,423+104.6% | $80,856+159.1% |
| Participation rate | 73.7% | 72.4%+1.3pp | 76.5%-2.8pp | 67.6%+6.0pp |
| Annual return | 12.57% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,281 | $2,369+38.5% | $3,023+8.5% | $2,755+19.1% |
| Participant deferral / active EE | $4,432 | $4,118+7.6% | $5,053-12.3% | $4,296+3.2% |
| Admin fee / account holder | $11,073 | $8,049+37.6% | $9,451+17.2% | $6,918+60.1% |