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 | $238,434 | $112,096+112.7% | $95,952+148.5% | $158,922+50.0% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 13.44% | 171.09%-157.7pp | 91.61%-78.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,046 | $3,198-36.0% | $2,541-19.5% | $4,761-57.0% |
| Participant deferral / active EE | $5,216 | $4,784+9.0% | $4,167+25.2% | $5,982-12.8% |
| Admin fee / account holder | $4,606 | $10,130-54.5% | $6,795-32.2% | $11,246-59.0% |