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 | $191,492 | $76,552+150.1% | $123,892+54.6% | $62,891+204.5% |
| Participation rate | 93.4% | 73.0%+20.4pp | 81.4%+12.0pp | 69.3%+24.1pp |
| Annual return | 8.73% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $5,944 | $2,883+106.2% | $4,617+28.7% | $2,281+160.6% |
| Participant deferral / active EE | $7,180 | $4,840+48.4% | $5,984+20.0% | $3,203+124.2% |
| Admin fee / account holder | $3,521 | $4,826-27.0% | $8,357-57.9% | $4,296-18.0% |