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 3-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 | $201,506 | $88,360+128.1% | $145,433+38.6% | $67,986+196.4% |
| Participation rate | 98.1% | 65.5%+32.6pp | 82.1%+15.9pp | 57.2%+40.9pp |
| Annual return | 18.20% | 63.15%-45.0pp | 66.58%-48.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $13,548 | $3,054+343.6% | $4,554+197.5% | $2,019+571.1% |
| Participant deferral / active EE | $15,131 | $5,932+155.1% | $7,897+91.6% | $3,358+350.6% |
| Admin fee / account holder | $6,262 | $3,313+89.0% | $13,129-52.3% | $3,203+95.5% |