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 | $179,490 | $63,346+183.3% | $92,233+94.6% | $70,131+155.9% |
| Participation rate | 78.8% | 68.7%+10.1pp | 76.5%+2.3pp | 69.5%+9.2pp |
| Annual return | 15.80% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,649 | $2,471+7.2% | $3,679-28.0% | $2,342+13.1% |
| Participant deferral / active EE | $5,181 | $2,854+81.6% | $3,897+33.0% | $3,332+55.5% |
| Admin fee / account holder | $630 | $3,840-83.6% | $5,194-87.9% | $4,645-86.4% |