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 | $206,285 | $83,477+147.1% | $125,175+64.8% | $72,985+182.6% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 17.30% | 25.78%-8.5pp | 43.79%-26.5pp | 81.00%-63.7pp |
| Employer contribution / active EE | $3,969 | $2,345+69.2% | $3,865+2.7% | $2,440+62.7% |
| Participant deferral / active EE | $4,782 | $3,585+33.4% | $4,937-3.1% | $3,607+32.6% |
| Admin fee / account holder | $621 | $5,517-88.7% | $9,702-93.6% | $5,124-87.9% |