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 | $118,225 | $48,076+145.9% | $78,689+50.2% | $62,891+88.0% |
| Participation rate | 86.7% | 65.2%+21.5pp | 73.6%+13.1pp | 69.3%+17.4pp |
| Annual return | 7.42% | 31.35%-23.9pp | 62.18%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $4,657 | $2,015+131.1% | $2,851+63.4% | $2,281+104.2% |
| Participant deferral / active EE | $6,081 | $2,588+135.0% | $3,517+72.9% | $3,203+89.9% |
| Admin fee / account holder | $8,963 | $3,207+179.4% | $4,510+98.7% | $4,296+108.6% |