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 | $208,550 | $150,440+38.6% | $136,294+53.0% | $147,584+41.3% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 17.60% | 1049.08%-1031.5pp | 5155.94%-5138.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,750 | $5,256-28.7% | $4,695-20.1% | $4,876-23.1% |
| Participant deferral / active EE | $9,617 | $6,630+45.0% | $6,247+53.9% | $5,439+76.8% |
| Admin fee / account holder | $22,149 | $10,905+103.1% | $9,243+139.6% | $10,885+103.5% |