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 | $208,919 | $101,618+105.6% | $93,063+124.5% | $137,256+52.2% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 20.20% | 223.95%-203.7pp | 34.15%-14.0pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,029 | $2,707-25.0% | $2,476-18.0% | $4,156-51.2% |
| Participant deferral / active EE | $7,481 | $4,279+74.8% | $3,958+89.0% | $6,407+16.8% |
| Admin fee / account holder | $1,904 | $6,198-69.3% | $6,033-68.4% | $12,270-84.5% |