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 | $223,053 | $80,968+175.5% | $96,544+131.0% | $75,163+196.8% |
| Participation rate | 95.3% | 71.8%+23.5pp | 76.0%+19.4pp | 67.2%+28.1pp |
| Annual return | 22.79% | 27.06%-4.3pp | 25.84%-3.1pp | 160.62%-137.8pp |
| Employer contribution / active EE | $4,266 | $2,282+87.0% | $2,965+43.9% | $2,670+59.8% |
| Participant deferral / active EE | $8,122 | $3,928+106.8% | $4,851+67.4% | $4,125+96.9% |
| Admin fee / account holder | $19,800 | $6,724+194.5% | $8,252+139.9% | $5,651+250.4% |