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 | $191,371 | $125,758+52.2% | $169,993+12.6% | $75,163+154.6% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.0%+5.9pp | 67.2%+25.7pp |
| Annual return | 17.62% | 27.20%-9.6pp | 53.37%-35.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $4,603 | $4,615-0.3% | $6,785-32.2% | $2,670+72.4% |
| Participant deferral / active EE | $7,771 | $6,837+13.7% | $10,408-25.3% | $4,125+88.4% |
| Admin fee / account holder | $10,219 | $8,173+25.0% | $12,815-20.3% | $5,651+80.8% |