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 | $191,817 | $93,571+105.0% | $135,903+41.1% | $75,163+155.2% |
| Participation rate | 79.7% | 75.2%+4.5pp | 81.9%-2.2pp | 67.2%+12.5pp |
| Annual return | 19.01% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,338 | $3,537-62.2% | $4,856-72.5% | $2,670-49.9% |
| Participant deferral / active EE | $8,445 | $6,404+31.9% | $7,758+8.9% | $4,125+104.7% |
| Admin fee / account holder | $8,513 | $6,975+22.0% | $10,762-20.9% | $5,651+50.6% |