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 | $191,499 | $87,733+118.3% | $106,548+79.7% | $85,850+123.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 19.96% | 21.86%-1.9pp | 26.80%-6.8pp | 318.53%-298.6pp |
| Employer contribution / active EE | $2,488 | $2,073+20.0% | $2,819-11.7% | $2,565-3.0% |
| Participant deferral / active EE | $3,532 | $3,469+1.8% | $4,398-19.7% | $3,952-10.6% |
| Admin fee / account holder | $10,436 | $6,767+54.2% | $7,407+40.9% | $6,260+66.7% |