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 | $189,912 | $95,416+99.0% | $185,823+2.2% | $85,850+121.2% |
| Participation rate | 76.6% | 68.8%+7.8pp | 81.7%-5.1pp | 69.3%+7.3pp |
| Annual return | 14.72% | 23.59%-8.9pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,792 | $3,423+127.6% | $5,568+40.0% | $3,952+97.2% |
| Admin fee / account holder | $3,630 | $7,213-49.7% | $16,237-77.6% | $6,260-42.0% |