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 | $226,990 | $98,750+129.9% | $149,696+51.6% | $79,858+184.2% |
| Participation rate | 91.1% | 75.8%+15.3pp | 82.5%+8.6pp | 69.6%+21.4pp |
| Annual return | 16.89% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $4,721 | $3,216+46.8% | $4,644+1.7% | $2,471+91.1% |
| Participant deferral / active EE | $6,622 | $5,680+16.6% | $6,842-3.2% | $3,740+77.0% |
| Admin fee / account holder | $31,474 | $6,053+420.0% | $9,309+238.1% | $5,306+493.1% |