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 | $196,457 | $80,717+143.4% | $154,803+26.9% | $84,808+131.7% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.4pp | 68.3%+29.1pp |
| Annual return | 22.43% | 37.96%-15.5pp | 58.88%-36.5pp | 40.90%-18.5pp |
| Employer contribution / active EE | $2,410 | $2,761-12.7% | $4,305-44.0% | $2,631-8.4% |
| Participant deferral / active EE | $5,847 | $3,303+77.0% | $5,540+5.5% | $4,212+38.8% |
| Admin fee / account holder | $1,310 | $6,746-80.6% | $14,329-90.9% | $7,344-82.2% |