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 | $134,550 | $72,277+86.2% | $101,248+32.9% | $79,858+68.5% |
| Participation rate | 97.5% | 68.5%+29.0pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | 24.92% | 22.30%+2.6pp | 46.47%-21.6pp | 31.71%-6.8pp |
| Employer contribution / active EE | $6,271 | $2,692+133.0% | $3,660+71.4% | $2,471+153.8% |
| Participant deferral / active EE | $4,251 | $3,282+29.5% | $4,370-2.7% | $3,740+13.7% |
| Admin fee / account holder | $6,507 | $4,400+47.9% | $5,945+9.4% | $5,306+22.6% |