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 | $204,041 | $109,359+86.6% | $162,163+25.8% | $72,985+179.6% |
| Participation rate | 77.2% | 84.3%-7.1pp | 87.6%-10.4pp | 69.5%+7.7pp |
| Annual return | 21.31% | 25.46%-4.1pp | 115.59%-94.3pp | 81.00%-59.7pp |
| Employer contribution / active EE | $6,696 | $3,907+71.4% | $5,614+19.3% | $2,440+174.5% |
| Participant deferral / active EE | $4,303 | $5,481-21.5% | $7,298-41.0% | $3,607+19.3% |
| Admin fee / account holder | $2,923 | $7,972-63.3% | $10,843-73.0% | $5,124-43.0% |