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 | $221,600 | $124,281+78.3% | $109,143+103.0% | $167,490+32.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 16.37% | 26.04%-9.7pp | 25.75%-9.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,713 | $4,207-35.5% | $3,722-27.1% | $4,837-43.9% |
| Participant deferral / active EE | $5,680 | $5,255+8.1% | $4,653+22.1% | $6,341-10.4% |
| Admin fee / account holder | $11,307 | $7,970+41.9% | $6,752+67.5% | $12,309-8.1% |