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 | $203,946 | $98,750+106.5% | $149,696+36.2% | $79,858+155.4% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 13.08% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $7,071 | $3,216+119.8% | $4,644+52.2% | $2,471+186.2% |
| Participant deferral / active EE | $7,277 | $5,680+28.1% | $6,842+6.4% | $3,740+94.6% |
| Admin fee / account holder | $4,547 | $6,053-24.9% | $9,309-51.2% | $5,306-14.3% |