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 | $175,519 | $93,571+87.6% | $135,903+29.2% | $75,163+133.5% |
| Participation rate | 87.3% | 75.2%+12.1pp | 81.9%+5.4pp | 67.2%+20.1pp |
| Annual return | 15.54% | 30.90%-15.4pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $3,315 | $3,537-6.3% | $4,856-31.7% | $2,670+24.2% |
| Participant deferral / active EE | $9,167 | $6,404+43.1% | $7,758+18.2% | $4,125+122.2% |
| Admin fee / account holder | $13,352 | $6,975+91.4% | $10,762+24.1% | $5,651+136.3% |