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 | $185,818 | $77,899+138.5% | $149,673+24.1% | $75,163+147.2% |
| Participation rate | 79.2% | 65.6%+13.7pp | 78.8%+0.5pp | 67.2%+12.1pp |
| Annual return | 16.47% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,119 | $3,137-32.5% | $4,818-56.0% | $2,670-20.6% |
| Participant deferral / active EE | $2,697 | $3,411-20.9% | $5,680-52.5% | $4,125-34.6% |
| Admin fee / account holder | $22,307 | $5,956+274.5% | $13,210+68.9% | $5,651+294.8% |