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 | $221,005 | $89,355+147.3% | $141,162+56.6% | $72,985+202.8% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 21.70% | 111.85%-90.1pp | 71.39%-49.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $15,413 | $3,114+394.9% | $4,735+225.5% | $2,440+531.7% |
| Participant deferral / active EE | $11,085 | $5,418+104.6% | $6,709+65.2% | $3,607+207.3% |
| Admin fee / account holder | $20,857 | $5,958+250.1% | $10,261+103.3% | $5,124+307.0% |