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 | $248,705 | $80,968+207.2% | $96,544+157.6% | $75,163+230.9% |
| Participation rate | 97.7% | 71.8%+25.9pp | 76.0%+21.7pp | 67.2%+30.5pp |
| Annual return | 14.08% | 27.06%-13.0pp | 25.84%-11.8pp | 160.62%-146.5pp |
| Employer contribution / active EE | $3,837 | $2,282+68.2% | $2,965+29.4% | $2,670+43.7% |
| Participant deferral / active EE | $7,614 | $3,928+93.8% | $4,851+57.0% | $4,125+84.6% |
| Admin fee / account holder | $20,996 | $6,724+212.2% | $8,252+154.4% | $5,651+271.5% |