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 | $239,171 | $126,574+89.0% | $106,213+125.2% | $145,922+63.9% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 14.67% | 224.79%-210.1pp | 116.14%-101.5pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,634 | $3,730-29.4% | $3,171-17.0% | $4,660-43.5% |
| Participant deferral / active EE | $5,537 | $5,724-3.3% | $5,016+10.4% | $6,688-17.2% |
| Admin fee / account holder | $6,851 | $17,304-60.4% | $11,033-37.9% | $13,397-48.9% |