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 | $244,197 | $86,286+183.0% | $111,297+119.4% | $85,850+184.4% |
| Participation rate | 73.2% | 73.3%-0.1pp | 77.3%-4.1pp | 69.3%+3.9pp |
| Annual return | 14.18% | 19.99%-5.8pp | 54.65%-40.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,193 | $2,043+7.3% | $2,731-19.7% | $2,565-14.5% |
| Participant deferral / active EE | $6,055 | $3,641+66.3% | $4,487+34.9% | $3,952+53.2% |
| Admin fee / account holder | $13,218 | $8,188+61.4% | $7,964+66.0% | $6,260+111.2% |