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 | $214,507 | $109,413+96.1% | $156,263+37.3% | $84,808+152.9% |
| Participation rate | 87.1% | 72.7%+14.4pp | 78.9%+8.2pp | 68.3%+18.8pp |
| Annual return | 14.51% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,538 | $2,907+56.1% | $4,333+4.7% | $2,631+72.5% |
| Participant deferral / active EE | $7,403 | $4,590+61.3% | $6,158+20.2% | $4,212+75.8% |
| Admin fee / account holder | $1,429 | $9,357-84.7% | $14,255-90.0% | $7,344-80.5% |