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 | $177,826 | $89,355+99.0% | $141,162+26.0% | $72,985+143.6% |
| Participation rate | 89.3% | 75.1%+14.2pp | 82.5%+6.8pp | 69.5%+19.8pp |
| Annual return | 19.88% | 111.85%-92.0pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $7,720 | $3,114+147.9% | $4,735+63.0% | $2,440+216.4% |
| Participant deferral / active EE | $6,691 | $5,418+23.5% | $6,709-0.3% | $3,607+85.5% |
| Admin fee / account holder | $18,507 | $5,958+210.6% | $10,261+80.4% | $5,124+261.2% |