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 | $202,160 | $84,233+140.0% | $170,442+18.6% | $70,131+188.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.63% | 23.06%-9.4pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $8,232 | $3,387+143.0% | $5,433+51.5% | $2,342+251.4% |
| Participant deferral / active EE | $6,254 | $3,086+102.7% | $4,939+26.6% | $3,332+87.7% |
| Admin fee / account holder | $6,729 | $5,698+18.1% | $13,880-51.5% | $4,645+44.9% |