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 5-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 | $226,060 | $81,248+178.2% | $155,509+45.4% | $80,856+179.6% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.4pp | 67.6%+29.9pp |
| Annual return | 10.75% | 33.31%-22.6pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $5,649 | $3,100+82.2% | $4,672+20.9% | $2,755+105.1% |
| Participant deferral / active EE | $6,088 | $3,452+76.4% | $5,626+8.2% | $4,296+41.7% |
| Admin fee / account holder | $2,836 | $7,997-64.5% | $15,912-82.2% | $6,918-59.0% |