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 8-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 | $240,697 | $85,202+182.5% | $172,739+39.3% | $72,985+229.8% |
| Participation rate | 78.2% | 70.1%+8.1pp | 82.6%-4.4pp | 69.5%+8.7pp |
| Annual return | 24.73% | 27.32%-2.6pp | 802.84%-778.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $8,448 | $3,324+154.1% | $5,143+64.3% | $2,440+246.3% |
| Participant deferral / active EE | $1,147 | $3,260-64.8% | $5,198-77.9% | $3,607-68.2% |
| Admin fee / account holder | $17,979 | $5,884+205.6% | $13,954+28.8% | $5,124+250.8% |