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 9-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 | $157,669 | $77,314+103.9% | $177,989-11.4% | $80,856+95.0% |
| Participation rate | 88.2% | 65.7%+22.5pp | 77.1%+11.2pp | 67.6%+20.6pp |
| Annual return | 10.89% | 18.09%-7.2pp | 294.48%-283.6pp | 35.59%-24.7pp |
| Employer contribution / active EE | $973 | $2,292-57.5% | $3,949-75.3% | $2,755-64.7% |
| Participant deferral / active EE | $8,090 | $4,411+83.4% | $6,276+28.9% | $4,296+88.3% |
| Admin fee / account holder | $4,524 | $7,191-37.1% | $10,363-56.3% | $6,918-34.6% |