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 | $196,177 | $65,365+200.1% | $92,893+111.2% | $72,985+168.8% |
| Participation rate | 95.5% | 68.3%+27.1pp | 76.0%+19.4pp | 69.5%+26.0pp |
| Annual return | 17.81% | 42.10%-24.3pp | 109.41%-91.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $12,774 | $2,594+392.4% | $3,653+249.7% | $2,440+423.6% |
| Participant deferral / active EE | $4,086 | $3,128+30.6% | $4,236-3.5% | $3,607+13.3% |
| Admin fee / account holder | $11,563 | $4,251+172.0% | $5,794+99.6% | $5,124+125.6% |