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 | $241,979 | $78,422+208.6% | $95,952+152.2% | $79,858+203.0% |
| Participation rate | 97.0% | 73.5%+23.5pp | 77.1%+19.9pp | 69.6%+27.3pp |
| Annual return | 31.97% | 19.37%+12.6pp | 91.61%-59.6pp | 31.71%+0.3pp |
| Employer contribution / active EE | $2,059 | $1,945+5.8% | $2,541-19.0% | $2,471-16.7% |
| Participant deferral / active EE | $2,724 | $3,440-20.8% | $4,167-34.6% | $3,740-27.2% |
| Admin fee / account holder | $7,977 | $5,622+41.9% | $6,795+17.4% | $5,306+50.3% |