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 | $234,988 | $81,233+189.3% | $155,567+51.1% | $80,874+190.6% |
| Participation rate | 83.3% | 66.2%+17.1pp | 78.2%+5.1pp | 67.6%+15.7pp |
| Annual return | 16.16% | 33.33%-17.2pp | 64.74%-48.6pp | 35.62%-19.5pp |
| Employer contribution / active EE | $10,150 | $3,101+227.3% | $4,674+117.2% | $2,756+268.3% |
| Participant deferral / active EE | $8,661 | $3,452+150.9% | $5,628+53.9% | $4,297+101.6% |
| Admin fee / account holder | $9,619 | $7,998+20.3% | $15,916-39.6% | $6,935+38.7% |