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 | $242,772 | $102,317+137.3% | $146,958+65.2% | $80,856+200.3% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 16.06% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $9,243 | $3,713+148.9% | $4,933+87.4% | $2,755+235.5% |
| Participant deferral / active EE | $9,069 | $6,644+36.5% | $8,070+12.4% | $4,296+111.1% |
| Admin fee / account holder | $6,537 | $7,941-17.7% | $12,998-49.7% | $6,918-5.5% |