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 | $231,376 | $159,602+45.0% | $150,045+54.2% | $142,382+62.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 18.16% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $6,763 | $4,961+36.3% | $4,693+44.1% | $4,299+57.3% |
| Participant deferral / active EE | $15,840 | $8,310+90.6% | $7,997+98.1% | $6,507+143.4% |
| Admin fee / account holder | $15,468 | $14,846+4.2% | $13,435+15.1% | $12,624+22.5% |