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 | $196,901 | $83,477+135.9% | $125,175+57.3% | $72,985+169.8% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+14.0pp | 69.5%+24.3pp |
| Annual return | 19.64% | 25.78%-6.1pp | 43.79%-24.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,209 | $2,345-48.4% | $3,865-68.7% | $2,440-50.4% |
| Participant deferral / active EE | $4,837 | $3,585+34.9% | $4,937-2.0% | $3,607+34.1% |
| Admin fee / account holder | $7,670 | $5,517+39.0% | $9,702-20.9% | $5,124+49.7% |