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 | $227,387 | $102,966+120.8% | $90,281+151.9% | $152,861+48.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 16.90% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,665 | $3,139-47.0% | $2,854-41.7% | $4,762-65.0% |
| Participant deferral / active EE | $4,073 | $4,281-4.9% | $3,885+4.8% | $5,850-30.4% |
| Admin fee / account holder | $1,569 | $6,171-74.6% | $5,351-70.7% | $11,596-86.5% |