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 | $197,595 | $109,413+80.6% | $156,263+26.5% | $84,808+133.0% |
| Participation rate | 97.6% | 72.7%+24.9pp | 78.9%+18.7pp | 68.3%+29.2pp |
| Annual return | 16.55% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $7,764 | $2,907+167.1% | $4,333+79.2% | $2,631+195.1% |
| Participant deferral / active EE | $8,796 | $4,590+91.6% | $6,158+42.8% | $4,212+108.9% |
| Admin fee / account holder | $4,705 | $9,357-49.7% | $14,255-67.0% | $7,344-35.9% |