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 | $210,387 | $93,170+125.8% | $100,534+109.3% | $84,808+148.1% |
| Participation rate | 91.8% | 75.8%+16.0pp | 80.6%+11.2pp | 68.3%+23.5pp |
| Annual return | 15.65% | 47.13%-31.5pp | 32.66%-17.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $13,530 | $3,985+239.6% | $4,346+211.3% | $2,631+414.3% |
| Participant deferral / active EE | $5,863 | $5,699+2.9% | $6,144-4.6% | $4,212+39.2% |
| Admin fee / account holder | $53,546 | $7,382+625.3% | $7,654+599.6% | $7,344+629.1% |