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 | $207,356 | $100,901+105.5% | $75,670+174.0% | $147,584+40.5% |
| Participation rate | 75.0% | 77.1%-2.1pp | 72.3%+2.7pp | 82.8%-7.8pp |
| Annual return | 16.82% | 35.78%-19.0pp | 27.34%-10.5pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,637 | $3,253-49.7% | $2,352-30.4% | $4,876-66.4% |
| Participant deferral / active EE | $6,456 | $4,027+60.3% | $3,142+105.4% | $5,439+18.7% |
| Admin fee / account holder | $13,914 | $11,285+23.3% | $5,800+139.9% | $10,885+27.8% |