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 | $215,631 | $78,422+175.0% | $95,952+124.7% | $79,858+170.0% |
| Participation rate | 88.5% | 73.5%+15.0pp | 77.1%+11.4pp | 69.6%+18.8pp |
| Annual return | 14.82% | 19.37%-4.6pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,685 | $1,945+38.1% | $2,541+5.7% | $2,471+8.7% |
| Participant deferral / active EE | $7,100 | $3,440+106.4% | $4,167+70.4% | $3,740+89.8% |
| Admin fee / account holder | $6,619 | $5,622+17.7% | $6,795-2.6% | $5,306+24.7% |