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 | $248,173 | $76,552+224.2% | $123,892+100.3% | $62,891+294.6% |
| Participation rate | 94.9% | 73.0%+21.9pp | 81.4%+13.5pp | 69.3%+25.6pp |
| Annual return | 7.44% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $4,824 | $2,883+67.4% | $4,617+4.5% | $2,281+111.5% |
| Participant deferral / active EE | $6,821 | $4,840+40.9% | $5,984+14.0% | $3,203+113.0% |
| Admin fee / account holder | $19,143 | $4,826+296.7% | $8,357+129.1% | $4,296+345.6% |