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 | $199,843 | $93,571+113.6% | $135,903+47.0% | $75,163+165.9% |
| Participation rate | 76.9% | 75.2%+1.7pp | 81.9%-5.0pp | 67.2%+9.7pp |
| Annual return | 22.63% | 30.90%-8.3pp | 68.23%-45.6pp | 160.62%-138.0pp |
| Employer contribution / active EE | $3,114 | $3,537-11.9% | $4,856-35.9% | $2,670+16.6% |
| Participant deferral / active EE | $7,808 | $6,404+21.9% | $7,758+0.6% | $4,125+89.3% |
| Admin fee / account holder | $2,359 | $6,975-66.2% | $10,762-78.1% | $5,651-58.2% |