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 | $219,172 | $110,257+98.8% | $96,544+127.0% | $139,434+57.2% |
| Participation rate | 81.0% | 78.1%+2.9pp | 76.0%+5.0pp | 80.3%+0.6pp |
| Annual return | 16.25% | 26.32%-10.1pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,698 | $3,620-25.5% | $2,965-9.0% | $4,751-43.2% |
| Participant deferral / active EE | $6,626 | $5,548+19.4% | $4,851+36.6% | $6,710-1.3% |
| Admin fee / account holder | $20,489 | $11,591+76.8% | $8,252+148.3% | $11,403+79.7% |