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 | $233,403 | $106,515+119.1% | $96,683+141.4% | $139,434+67.4% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 19.43% | 38.43%-19.0pp | 35.69%-16.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $4,152 | $4,103+1.2% | $3,737+11.1% | $4,751-12.6% |
| Participant deferral / active EE | $9,191 | $5,454+68.5% | $4,878+88.4% | $6,710+37.0% |
| Admin fee / account holder | $3,113 | $7,877-60.5% | $6,730-53.7% | $11,403-72.7% |