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 | $200,795 | $82,882+142.3% | $127,761+57.2% | $72,985+175.1% |
| Participation rate | 86.5% | 71.5%+15.0pp | 79.0%+7.5pp | 69.5%+17.0pp |
| Annual return | 20.34% | 32.20%-11.9pp | 26.14%-5.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,099 | $3,346-37.3% | $4,574-54.1% | $2,440-14.0% |
| Participant deferral / active EE | $10,551 | $4,791+120.2% | $6,021+75.2% | $3,607+192.5% |
| Admin fee / account holder | $7,997 | $6,487+23.3% | $9,395-14.9% | $5,124+56.1% |