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 9-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 | $221,387 | $157,256+40.8% | $141,162+56.8% | $152,861+44.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 17.49% | 64.32%-46.8pp | 71.39%-53.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,565 | $5,261-32.2% | $4,735-24.7% | $4,762-25.2% |
| Participant deferral / active EE | $7,921 | $7,109+11.4% | $6,709+18.1% | $5,850+35.4% |
| Admin fee / account holder | $54,016 | $12,120+345.7% | $10,261+426.4% | $11,596+365.8% |