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 | $227,507 | $112,096+103.0% | $95,952+137.1% | $158,922+43.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 19.04% | 171.09%-152.1pp | 91.61%-72.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $1,941 | $3,198-39.3% | $2,541-23.6% | $4,761-59.2% |
| Participant deferral / active EE | $4,275 | $4,784-10.6% | $4,167+2.6% | $5,982-28.5% |
| Admin fee / account holder | $80,606 | $10,130+695.7% | $6,795+1086.2% | $11,246+616.8% |