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 | $195,542 | $102,605+90.6% | $145,661+34.2% | $84,808+130.6% |
| Participation rate | 90.6% | 74.3%+16.3pp | 77.2%+13.4pp | 68.3%+22.3pp |
| Annual return | 17.59% | 26.50%-8.9pp | 101.46%-83.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $8,745 | $3,325+163.0% | $4,238+106.4% | $2,631+232.4% |
| Participant deferral / active EE | $18,194 | $5,750+216.4% | $7,198+152.8% | $4,212+332.0% |
| Admin fee / account holder | $4,637 | $8,758-47.1% | $12,466-62.8% | $7,344-36.9% |