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 | $199,591 | $100,041+99.5% | $149,718+33.3% | $70,131+184.6% |
| Participation rate | 85.5% | 83.6%+1.9pp | 87.1%-1.6pp | 69.5%+15.9pp |
| Annual return | 16.90% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $11,781 | $3,662+221.7% | $5,445+116.4% | $2,342+402.9% |
| Participant deferral / active EE | $14,677 | $4,983+194.6% | $6,569+123.4% | $3,332+340.5% |
| Admin fee / account holder | $23,712 | $8,286+186.2% | $11,283+110.2% | $4,645+410.4% |