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 | $169,207 | $107,334+57.6% | $92,893+82.2% | $152,861+10.7% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 14.48% | 145.58%-131.1pp | 109.41%-94.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,957 | $4,221-53.6% | $3,653-46.4% | $4,762-58.9% |
| Participant deferral / active EE | $7,573 | $4,845+56.3% | $4,236+78.8% | $5,850+29.4% |
| Admin fee / account holder | $73,934 | $7,079+944.4% | $5,794+1176.1% | $11,596+537.6% |