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 | $247,713 | $85,766+188.8% | $136,294+81.7% | $70,131+253.2% |
| Participation rate | 98.1% | 74.2%+23.9pp | 81.9%+16.2pp | 69.5%+28.5pp |
| Annual return | 17.78% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $8,742 | $2,966+194.7% | $4,695+86.2% | $2,342+273.2% |
| Participant deferral / active EE | $6,620 | $5,051+31.1% | $6,247+6.0% | $3,332+98.7% |
| Admin fee / account holder | $21,107 | $5,420+289.4% | $9,243+128.4% | $4,645+354.4% |