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 | $209,013 | $106,515+96.2% | $96,683+116.2% | $139,434+49.9% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 12.37% | 38.43%-26.1pp | 35.69%-23.3pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,695 | $4,103-9.9% | $3,737-1.1% | $4,751-22.2% |
| Participant deferral / active EE | $6,047 | $5,454+10.9% | $4,878+24.0% | $6,710-9.9% |
| Admin fee / account holder | $4,460 | $7,877-43.4% | $6,730-33.7% | $11,403-60.9% |