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 9-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 | $189,500 | $105,181+80.2% | $159,436+18.9% | $85,850+120.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 14.82% | 45.07%-30.3pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $7,361 | $3,318+121.8% | $4,829+52.4% | $2,565+187.0% |
| Participant deferral / active EE | $9,158 | $5,945+54.0% | $7,352+24.6% | $3,952+131.7% |
| Admin fee / account holder | $17,985 | $6,933+159.4% | $10,799+66.6% | $6,260+187.3% |