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 | $225,771 | $109,881+105.5% | $150,045+50.5% | $84,808+166.2% |
| Participation rate | 73.7% | 76.1%-2.4pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 14.19% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,536 | $3,561-56.9% | $4,693-67.3% | $2,631-41.6% |
| Participant deferral / active EE | $8,508 | $6,636+28.2% | $7,997+6.4% | $4,212+102.0% |
| Admin fee / account holder | $4,126 | $8,568-51.8% | $13,435-69.3% | $7,344-43.8% |