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 | $197,131 | $105,181+87.4% | $159,436+23.6% | $85,850+129.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 14.43% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $3,569 | $3,318+7.6% | $4,829-26.1% | $2,565+39.1% |
| Participant deferral / active EE | $10,616 | $5,945+78.6% | $7,352+44.4% | $3,952+168.6% |
| Admin fee / account holder | $1,048 | $6,933-84.9% | $10,799-90.3% | $6,260-83.3% |