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 | $148,105 | $77,634+90.8% | $156,549-5.4% | $62,891+135.5% |
| Participation rate | 91.9% | 71.2%+20.7pp | 84.0%+7.8pp | 69.3%+22.6pp |
| Annual return | 6.58% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,704 | $3,444+7.6% | $5,501-32.7% | $2,281+62.4% |
| Participant deferral / active EE | $6,886 | $3,045+126.1% | $4,871+41.4% | $3,203+115.0% |
| Admin fee / account holder | $1,016 | $5,561-81.7% | $13,027-92.2% | $4,296-76.3% |