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 | $172,377 | $109,881+56.9% | $150,045+14.9% | $84,808+103.3% |
| Participation rate | 94.4% | 76.1%+18.4pp | 82.3%+12.1pp | 68.3%+26.1pp |
| Annual return | 16.52% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,795 | $3,561+6.6% | $4,693-19.1% | $2,631+44.3% |
| Participant deferral / active EE | $8,539 | $6,636+28.7% | $7,997+6.8% | $4,212+102.7% |
| Admin fee / account holder | $3,670 | $8,568-57.2% | $13,435-72.7% | $7,344-50.0% |