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 | $206,300 | $98,750+108.9% | $149,696+37.8% | $79,858+158.3% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 14.43% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $3,020 | $3,216-6.1% | $4,644-35.0% | $2,471+22.2% |
| Participant deferral / active EE | $14,537 | $5,680+155.9% | $6,842+112.5% | $3,740+288.7% |
| Admin fee / account holder | $25,002 | $6,053+313.1% | $9,309+168.6% | $5,306+371.2% |