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 | $239,677 | $91,538+161.8% | $129,995+84.4% | $75,163+218.9% |
| Participation rate | 96.4% | 71.4%+25.0pp | 78.5%+17.9pp | 67.2%+29.2pp |
| Annual return | 13.67% | -631.11%+644.8pp | -137.18%+150.8pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,093 | $2,845+8.7% | $4,320-28.4% | $2,670+15.9% |
| Participant deferral / active EE | $11,783 | $4,341+171.4% | $5,820+102.5% | $4,125+185.6% |
| Admin fee / account holder | $6,759 | $6,790-0.5% | $10,614-36.3% | $5,651+19.6% |