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 | $236,232 | $105,859+123.2% | $90,160+162.0% | $147,584+60.1% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 18.90% | 37.63%-18.7pp | 34.88%-16.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,690 | $4,126-34.8% | $3,318-18.9% | $4,876-44.8% |
| Participant deferral / active EE | $8,795 | $5,733+53.4% | $5,288+66.3% | $5,439+61.7% |
| Admin fee / account holder | $2,359 | $8,046-70.7% | $5,943-60.3% | $10,885-78.3% |