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 | $225,193 | $109,359+105.9% | $162,163+38.9% | $72,985+208.5% |
| Participation rate | 97.5% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+28.0pp |
| Annual return | 26.07% | 25.46%+0.6pp | 115.59%-89.5pp | 81.00%-54.9pp |
| Employer contribution / active EE | $5,426 | $3,907+38.9% | $5,614-3.3% | $2,440+122.4% |
| Participant deferral / active EE | $9,541 | $5,481+74.1% | $7,298+30.7% | $3,607+164.5% |
| Admin fee / account holder | $5,070 | $7,972-36.4% | $10,843-53.2% | $5,124-1.1% |