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 | $232,241 | $56,054+314.3% | $171,082+35.7% | $62,891+269.3% |
| Participation rate | 91.5% | 62.9%+28.7pp | 76.7%+14.9pp | 69.3%+22.2pp |
| Annual return | 8.36% | 22.52%-14.2pp | 32.56%-24.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $8,389 | $1,731+384.6% | $4,002+109.6% | $2,281+267.8% |
| Participant deferral / active EE | $9,429 | $3,158+198.6% | $4,797+96.5% | $3,203+194.4% |
| Admin fee / account holder | $32,585 | $3,647+793.6% | $8,520+282.5% | $4,296+658.6% |