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 | $201,308 | $58,208+245.8% | $81,812+146.1% | $80,856+149.0% |
| Participation rate | 97.5% | 63.4%+34.1pp | 72.3%+25.2pp | 67.6%+29.9pp |
| Annual return | 24.10% | 41.66%-17.6pp | 773.79%-749.7pp | 35.59%-11.5pp |
| Employer contribution / active EE | $11,408 | $2,340+387.5% | $2,912+291.7% | $2,755+314.1% |
| Participant deferral / active EE | $11,647 | $3,281+255.0% | $4,319+169.7% | $4,296+171.1% |
| Admin fee / account holder | $9,425 | $4,981+89.2% | $7,386+27.6% | $6,918+36.2% |