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 | $128,325 | $58,927+117.8% | $76,817+67.1% | $72,985+75.8% |
| Participation rate | 94.9% | 67.3%+27.5pp | 72.1%+22.8pp | 69.5%+25.4pp |
| Annual return | 38.54% | 2305.64%-2267.1pp | 1166.11%-1127.6pp | 81.00%-42.5pp |
| Employer contribution / active EE | $4,226 | $1,787+136.5% | $2,302+83.6% | $2,440+73.2% |
| Participant deferral / active EE | $6,811 | $2,690+153.2% | $3,336+104.2% | $3,607+88.8% |
| Admin fee / account holder | $2,588 | $4,013-35.5% | $6,420-59.7% | $5,124-49.5% |