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 | $219,271 | $64,324+240.9% | $118,925+84.4% | $79,858+174.6% |
| Participation rate | 96.9% | 64.9%+32.0pp | 75.4%+21.5pp | 69.6%+27.2pp |
| Annual return | 15.49% | 86.45%-71.0pp | 35.88%-20.4pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,433 | $1,836+87.0% | $3,263+5.2% | $2,471+39.0% |
| Participant deferral / active EE | $5,644 | $2,824+99.9% | $4,265+32.3% | $3,740+50.9% |
| Admin fee / account holder | $2,654 | $4,040-34.3% | $6,581-59.7% | $5,306-50.0% |