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 | $219,783 | $115,770+89.8% | $101,248+117.1% | $158,922+38.3% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 19.31% | 56.14%-36.8pp | 46.47%-27.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $5,521 | $4,175+32.2% | $3,660+50.9% | $4,761+16.0% |
| Participant deferral / active EE | $8,978 | $4,957+81.1% | $4,370+105.4% | $5,982+50.1% |
| Admin fee / account holder | $10,005 | $7,245+38.1% | $5,945+68.3% | $11,246-11.0% |