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 | $244,529 | $123,793+97.5% | $177,821+37.5% | $79,858+206.2% |
| Participation rate | 98.1% | 84.7%+13.5pp | 87.7%+10.4pp | 69.6%+28.5pp |
| Annual return | 20.99% | 22.82%-1.8pp | 48.32%-27.3pp | 31.71%-10.7pp |
| Employer contribution / active EE | $6,313 | $4,095+54.2% | $5,918+6.7% | $2,471+155.5% |
| Participant deferral / active EE | $9,423 | $5,956+58.2% | $7,714+22.2% | $3,740+152.0% |
| Admin fee / account holder | $22,897 | $7,243+216.1% | $12,427+84.2% | $5,306+331.5% |