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 | $191,398 | $98,750+93.8% | $149,696+27.9% | $79,858+139.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 18.42% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $3,475 | $3,216+8.0% | $4,644-25.2% | $2,471+40.6% |
| Participant deferral / active EE | $12,322 | $5,680+116.9% | $6,842+80.1% | $3,740+229.5% |
| Admin fee / account holder | $3,953 | $6,053-34.7% | $9,309-57.5% | $5,306-25.5% |