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 | $232,326 | $93,571+148.3% | $135,903+71.0% | $75,163+209.1% |
| Participation rate | 96.5% | 75.2%+21.3pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 19.07% | 30.90%-11.8pp | 68.23%-49.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $4,202 | $3,537+18.8% | $4,856-13.5% | $2,670+57.4% |
| Participant deferral / active EE | $12,988 | $6,404+102.8% | $7,758+67.4% | $4,125+214.8% |
| Admin fee / account holder | $13,473 | $6,975+93.2% | $10,762+25.2% | $5,651+138.4% |