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 | $204,314 | $104,907+94.8% | $84,611+141.5% | $152,861+33.7% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 13.62% | 373.79%-360.2pp | 258.74%-245.1pp | 345.32%-331.7pp |
| Employer contribution / active EE | $11,225 | $3,302+240.0% | $2,652+323.2% | $4,762+135.7% |
| Participant deferral / active EE | $7,516 | $4,688+60.3% | $3,899+92.8% | $5,850+28.5% |
| Admin fee / account holder | $6,952 | $6,241+11.4% | $4,912+41.5% | $11,596-40.1% |