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 | $215,272 | $78,672+173.6% | $109,143+97.2% | $85,850+150.8% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 14.52% | 25.09%-10.6pp | 25.75%-11.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,655 | $2,735-2.9% | $3,722-28.7% | $2,565+3.5% |
| Participant deferral / active EE | $7,506 | $3,467+116.5% | $4,653+61.3% | $3,952+89.9% |
| Admin fee / account holder | $31,393 | $5,469+474.0% | $6,752+364.9% | $6,260+401.5% |