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 | $234,943 | $76,552+206.9% | $123,892+89.6% | $62,891+273.6% |
| Participation rate | 94.4% | 73.0%+21.5pp | 81.4%+13.0pp | 69.3%+25.1pp |
| Annual return | 7.68% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,521 | $2,883+22.2% | $4,617-23.7% | $2,281+54.4% |
| Participant deferral / active EE | $7,543 | $4,840+55.9% | $5,984+26.1% | $3,203+135.5% |
| Admin fee / account holder | $1,428 | $4,826-70.4% | $8,357-82.9% | $4,296-66.8% |