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 | $192,818 | $109,881+75.5% | $150,045+28.5% | $84,808+127.4% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 14.75% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,268 | $3,561-8.2% | $4,693-30.4% | $2,631+24.2% |
| Participant deferral / active EE | $8,202 | $6,636+23.6% | $7,997+2.6% | $4,212+94.8% |
| Admin fee / account holder | $36,600 | $8,568+327.2% | $13,435+172.4% | $7,344+398.4% |