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 9-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 | $205,720 | $111,754+84.1% | $103,333+99.1% | $145,922+41.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.42% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $10,754 | $4,212+155.3% | $3,868+178.0% | $4,660+130.8% |
| Participant deferral / active EE | $7,817 | $5,619+39.1% | $5,057+54.6% | $6,688+16.9% |
| Admin fee / account holder | $465 | $9,750-95.2% | $8,355-94.4% | $13,397-96.5% |