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 | $124,709 | $125,758-0.8% | $169,993-26.6% | $75,163+65.9% |
| Participation rate | 91.0% | 83.6%+7.5pp | 87.0%+4.0pp | 67.2%+23.9pp |
| Annual return | 22.26% | 27.20%-4.9pp | 53.37%-31.1pp | 160.62%-138.4pp |
| Employer contribution / active EE | $10,273 | $4,615+122.6% | $6,785+51.4% | $2,670+284.8% |
| Participant deferral / active EE | $14,402 | $6,837+110.6% | $10,408+38.4% | $4,125+249.1% |
| Admin fee / account holder | $12,652 | $8,173+54.8% | $12,815-1.3% | $5,651+123.9% |