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 | $214,123 | $148,978+43.7% | $200,582+6.8% | $84,808+152.5% |
| Participation rate | 98.0% | 84.2%+13.8pp | 86.9%+11.1pp | 68.3%+29.7pp |
| Annual return | 16.08% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,070 | $4,815-57.0% | $6,419-67.8% | $2,631-21.3% |
| Participant deferral / active EE | $7,363 | $7,142+3.1% | $9,331-21.1% | $4,212+74.8% |
| Admin fee / account holder | $14,900 | $13,977+6.6% | $16,305-8.6% | $7,344+102.9% |