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 | $213,448 | $104,251+104.7% | $91,001+134.6% | $147,584+44.6% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.6%-5.6pp | 82.8%-12.8pp |
| Annual return | 17.41% | 27.06%-9.7pp | 4.60%+12.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,597 | $3,116-48.8% | $2,456-35.0% | $4,876-67.3% |
| Participant deferral / active EE | $2,454 | $4,195-41.5% | $3,547-30.8% | $5,439-54.9% |
| Admin fee / account holder | $5,055 | $8,948-43.5% | $5,417-6.7% | $10,885-53.6% |