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 | $221,197 | $109,881+101.3% | $150,045+47.4% | $84,808+160.8% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 20.11% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,876 | $3,561-19.2% | $4,693-38.7% | $2,631+9.3% |
| Participant deferral / active EE | $10,206 | $6,636+53.8% | $7,997+27.6% | $4,212+142.3% |
| Admin fee / account holder | $19,486 | $8,568+127.4% | $13,435+45.0% | $7,344+165.3% |