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 | $185,035 | $95,803+93.1% | $113,168+63.5% | $84,808+118.2% |
| Participation rate | 75.6% | 72.9%+2.8pp | 76.6%-0.9pp | 68.3%+7.3pp |
| Annual return | 13.90% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,647 | $2,360+54.5% | $2,975+22.6% | $2,631+38.6% |
| Participant deferral / active EE | $6,672 | $4,242+57.3% | $5,107+30.7% | $4,212+58.4% |
| Admin fee / account holder | $14,513 | $8,989+61.5% | $12,068+20.3% | $7,344+97.6% |