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 | $244,254 | $102,317+138.7% | $146,958+66.2% | $80,856+202.1% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 12.76% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,790 | $3,713+2.1% | $4,933-23.2% | $2,755+37.6% |
| Participant deferral / active EE | $12,793 | $6,644+92.6% | $8,070+58.5% | $4,296+197.8% |
| Admin fee / account holder | $16,872 | $7,941+112.5% | $12,998+29.8% | $6,918+143.9% |