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 | $232,395 | $93,571+148.4% | $135,903+71.0% | $75,163+209.2% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 17.27% | 30.90%-13.6pp | 68.23%-51.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,045 | $3,537-70.5% | $4,856-78.5% | $2,670-60.9% |
| Participant deferral / active EE | $7,887 | $6,404+23.2% | $7,758+1.7% | $4,125+91.2% |
| Admin fee / account holder | $1,926 | $6,975-72.4% | $10,762-82.1% | $5,651-65.9% |