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 | $233,122 | $89,355+160.9% | $141,162+65.1% | $72,985+219.4% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 27.64% | 111.85%-84.2pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $7,120 | $3,114+128.6% | $4,735+50.4% | $2,440+191.8% |
| Participant deferral / active EE | $12,609 | $5,418+132.7% | $6,709+87.9% | $3,607+249.5% |
| Admin fee / account holder | $30,925 | $5,958+419.0% | $10,261+201.4% | $5,124+503.5% |