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 | $232,847 | $87,841+165.1% | $133,980+73.8% | $62,891+270.2% |
| Participation rate | 89.3% | 83.4%+5.9pp | 87.1%+2.2pp | 69.3%+20.0pp |
| Annual return | 7.98% | 12.05%-4.1pp | 29.30%-21.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $18,778 | $3,483+439.1% | $5,211+260.3% | $2,281+723.3% |
| Participant deferral / active EE | $14,191 | $4,812+194.9% | $6,282+125.9% | $3,203+343.1% |
| Admin fee / account holder | $10,706 | $5,371+99.3% | $9,324+14.8% | $4,296+149.2% |