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 | $175,922 | $124,319+41.5% | $111,297+58.1% | $167,490+5.0% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 12.79% | 37.44%-24.7pp | 54.65%-41.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,019 | $3,435-41.2% | $2,731-26.1% | $4,837-58.3% |
| Participant deferral / active EE | $3,587 | $5,180-30.8% | $4,487-20.1% | $6,341-43.4% |
| Admin fee / account holder | $7,600 | $10,618-28.4% | $7,964-4.6% | $12,309-38.3% |