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 | $207,563 | $114,381+81.5% | $107,525+93.0% | $142,382+45.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 19.30% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,753 | $4,015-31.4% | $3,754-26.6% | $4,299-36.0% |
| Participant deferral / active EE | $7,279 | $5,564+30.8% | $5,116+42.3% | $6,507+11.9% |
| Admin fee / account holder | $1,047 | $9,860-89.4% | $8,919-88.3% | $12,624-91.7% |