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 | $185,544 | $98,750+87.9% | $149,696+23.9% | $79,858+132.3% |
| Participation rate | 94.8% | 75.8%+19.1pp | 82.5%+12.4pp | 69.6%+25.2pp |
| Annual return | 24.63% | 27.43%-2.8pp | 276.60%-252.0pp | 31.71%-7.1pp |
| Employer contribution / active EE | $3,350 | $3,216+4.2% | $4,644-27.9% | $2,471+35.6% |
| Participant deferral / active EE | $9,973 | $5,680+75.6% | $6,842+45.8% | $3,740+166.7% |
| Admin fee / account holder | $20,682 | $6,053+241.7% | $9,309+122.2% | $5,306+289.8% |