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 | $210,773 | $109,413+92.6% | $156,263+34.9% | $84,808+148.5% |
| Participation rate | 96.9% | 72.7%+24.2pp | 78.9%+18.0pp | 68.3%+28.6pp |
| Annual return | 17.18% | 20.18%-3.0pp | 59.47%-42.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $7,817 | $2,907+168.9% | $4,333+80.4% | $2,631+197.1% |
| Participant deferral / active EE | $8,678 | $4,590+89.1% | $6,158+40.9% | $4,212+106.1% |
| Admin fee / account holder | $9,699 | $9,357+3.7% | $14,255-32.0% | $7,344+32.1% |