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 | $237,026 | $98,750+140.0% | $149,696+58.3% | $79,858+196.8% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 24.35% | 27.43%-3.1pp | 276.60%-252.3pp | 31.71%-7.4pp |
| Employer contribution / active EE | $3,461 | $3,216+7.6% | $4,644-25.5% | $2,471+40.1% |
| Participant deferral / active EE | $6,808 | $5,680+19.9% | $6,842-0.5% | $3,740+82.0% |
| Admin fee / account holder | $3,722 | $6,053-38.5% | $9,309-60.0% | $5,306-29.9% |