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 | $218,631 | $112,729+93.9% | $98,716+121.5% | $137,256+59.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.06% | 38.48%-24.4pp | 31.81%-17.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,157 | $2,725+15.8% | $2,279+38.5% | $4,156-24.0% |
| Participant deferral / active EE | $5,636 | $4,640+21.5% | $4,048+39.2% | $6,407-12.0% |
| Admin fee / account holder | $6,673 | $10,129-34.1% | $8,703-23.3% | $12,270-45.6% |