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 | $173,780 | $89,355+94.5% | $141,162+23.1% | $72,985+138.1% |
| Participation rate | 85.7% | 75.1%+10.6pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 38.22% | 111.85%-73.6pp | 71.39%-33.2pp | 81.00%-42.8pp |
| Employer contribution / active EE | $4,454 | $3,114+43.0% | $4,735-5.9% | $2,440+82.6% |
| Participant deferral / active EE | $7,735 | $5,418+42.8% | $6,709+15.3% | $3,607+114.4% |
| Admin fee / account holder | $1,312 | $5,958-78.0% | $10,261-87.2% | $5,124-74.4% |