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 | $189,384 | $89,355+111.9% | $141,162+34.2% | $72,985+159.5% |
| Participation rate | 94.3% | 75.1%+19.2pp | 82.5%+11.8pp | 69.5%+24.8pp |
| Annual return | 20.46% | 111.85%-91.4pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $5,303 | $3,114+70.3% | $4,735+12.0% | $2,440+117.3% |
| Participant deferral / active EE | $10,801 | $5,418+99.4% | $6,709+61.0% | $3,607+199.4% |
| Admin fee / account holder | $20,865 | $5,958+250.2% | $10,261+103.3% | $5,124+307.2% |