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 | $226,709 | $98,240+130.8% | $82,313+175.4% | $147,584+53.6% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 18.67% | 30.85%-12.2pp | 25.88%-7.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,470 | $3,192-54.0% | $2,428-39.5% | $4,876-69.9% |
| Participant deferral / active EE | $3,907 | $4,383-10.9% | $3,706+5.4% | $5,439-28.2% |
| Admin fee / account holder | $1,704 | $8,563-80.1% | $5,608-69.6% | $10,885-84.3% |