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 | $164,804 | $105,859+55.7% | $90,160+82.8% | $147,584+11.7% |
| Participation rate | 76.2% | 79.7%-3.5pp | 76.9%-0.7pp | 82.8%-6.6pp |
| Annual return | 21.75% | 37.63%-15.9pp | 34.88%-13.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $2,125 | $4,126-48.5% | $3,318-35.9% | $4,876-56.4% |
| Participant deferral / active EE | $4,458 | $5,733-22.2% | $5,288-15.7% | $5,439-18.0% |
| Admin fee / account holder | $2,477 | $8,046-69.2% | $5,943-58.3% | $10,885-77.2% |