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 | $157,139 | $109,881+43.0% | $150,045+4.7% | $84,808+85.3% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 17.42% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $8,991 | $3,561+152.5% | $4,693+91.6% | $2,631+241.7% |
| Participant deferral / active EE | $10,341 | $6,636+55.8% | $7,997+29.3% | $4,212+145.5% |
| Admin fee / account holder | $4,344 | $8,568-49.3% | $13,435-67.7% | $7,344-40.8% |