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 | $213,433 | $89,355+138.9% | $141,162+51.2% | $72,985+192.4% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.5%+6.4pp | 69.5%+19.4pp |
| Annual return | 20.65% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $4,691 | $3,114+50.6% | $4,735-0.9% | $2,440+92.3% |
| Participant deferral / active EE | $6,959 | $5,418+28.4% | $6,709+3.7% | $3,607+92.9% |
| Admin fee / account holder | $4,359 | $5,958-26.8% | $10,261-57.5% | $5,124-14.9% |