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 | $229,843 | $78,422+193.1% | $95,952+139.5% | $79,858+187.8% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 20.68% | 19.37%+1.3pp | 91.61%-70.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,887 | $1,945-3.0% | $2,541-25.7% | $2,471-23.6% |
| Participant deferral / active EE | $5,783 | $3,440+68.1% | $4,167+38.8% | $3,740+54.6% |
| Admin fee / account holder | $3,303 | $5,622-41.3% | $6,795-51.4% | $5,306-37.8% |