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 | $228,505 | $109,881+108.0% | $150,045+52.3% | $84,808+169.4% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 19.55% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $4,026 | $3,561+13.1% | $4,693-14.2% | $2,631+53.0% |
| Participant deferral / active EE | $11,260 | $6,636+69.7% | $7,997+40.8% | $4,212+167.4% |
| Admin fee / account holder | $1,289 | $8,568-85.0% | $13,435-90.4% | $7,344-82.4% |