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 | $217,751 | $175,202+24.3% | $149,673+45.5% | $139,434+56.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 11.45% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,750 | $5,474-68.0% | $4,818-63.7% | $4,751-63.2% |
| Participant deferral / active EE | $4,405 | $6,519-32.4% | $5,680-22.5% | $6,710-34.4% |
| Admin fee / account holder | $1,169 | $16,150-92.8% | $13,210-91.1% | $11,403-89.7% |