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 | $174,871 | $86,929+101.2% | $102,423+70.7% | $80,856+116.3% |
| Participation rate | 77.8% | 72.4%+5.4pp | 76.5%+1.3pp | 67.6%+10.1pp |
| Annual return | 16.38% | 18.88%-2.5pp | 29.32%-12.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,623 | $2,369+52.9% | $3,023+19.8% | $2,755+31.5% |
| Participant deferral / active EE | $6,687 | $4,118+62.4% | $5,053+32.3% | $4,296+55.7% |
| Admin fee / account holder | $9,688 | $8,049+20.4% | $9,451+2.5% | $6,918+40.0% |