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 | $201,550 | $91,538+120.2% | $129,995+55.0% | $75,163+168.1% |
| Participation rate | 97.6% | 71.4%+26.1pp | 78.5%+19.1pp | 67.2%+30.4pp |
| Annual return | 17.39% | -631.11%+648.5pp | -137.18%+154.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,947 | $2,845+3.6% | $4,320-31.8% | $2,670+10.4% |
| Participant deferral / active EE | $10,111 | $4,341+132.9% | $5,820+73.7% | $4,125+145.1% |
| Admin fee / account holder | $4,903 | $6,790-27.8% | $10,614-53.8% | $5,651-13.2% |