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 | $233,618 | $74,888+212.0% | $71,209+228.1% | $142,382+64.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 15.63% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $14,678 | $2,854+414.2% | $2,721+439.4% | $4,299+241.4% |
| Participant deferral / active EE | $16,221 | $4,454+264.2% | $4,175+288.5% | $6,507+149.3% |
| Admin fee / account holder | $47,101 | $5,568+745.9% | $5,349+780.6% | $12,624+273.1% |