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 | $199,621 | $85,766+132.8% | $136,294+46.5% | $70,131+184.6% |
| Participation rate | 93.8% | 74.2%+19.7pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | 18.27% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $9,188 | $2,966+209.8% | $4,695+95.7% | $2,342+292.2% |
| Participant deferral / active EE | $7,296 | $5,051+44.4% | $6,247+16.8% | $3,332+119.0% |
| Admin fee / account holder | $4,320 | $5,420-20.3% | $9,243-53.3% | $4,645-7.0% |