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 | $192,257 | $109,413+75.7% | $156,263+23.0% | $84,808+126.7% |
| Participation rate | 92.7% | 72.7%+20.0pp | 78.9%+13.8pp | 68.3%+24.4pp |
| Annual return | 18.50% | 20.18%-1.7pp | 59.47%-41.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $9,756 | $2,907+235.6% | $4,333+125.2% | $2,631+270.8% |
| Participant deferral / active EE | $4,264 | $4,590-7.1% | $6,158-30.8% | $4,212+1.3% |
| Admin fee / account holder | $1,415 | $9,357-84.9% | $14,255-90.1% | $7,344-80.7% |