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 | $174,553 | $65,365+167.0% | $92,893+87.9% | $72,985+139.2% |
| Participation rate | 93.5% | 68.3%+25.2pp | 76.0%+17.5pp | 69.5%+24.1pp |
| Annual return | 18.99% | 42.10%-23.1pp | 109.41%-90.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $4,573 | $2,594+76.3% | $3,653+25.2% | $2,440+87.4% |
| Participant deferral / active EE | $5,482 | $3,128+75.2% | $4,236+29.4% | $3,607+52.0% |
| Admin fee / account holder | $17,800 | $4,251+318.7% | $5,794+207.2% | $5,124+247.4% |