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 | $189,952 | $63,114+201.0% | $92,893+104.5% | $65,185+191.4% |
| Participation rate | 93.0% | 68.8%+24.2pp | 76.0%+17.0pp | 70.2%+22.8pp |
| Annual return | 20.21% | 28.75%-8.5pp | 109.41%-89.2pp | 29.38%-9.2pp |
| Employer contribution / active EE | $12,108 | $2,571+371.0% | $3,653+231.5% | $2,177+456.3% |
| Participant deferral / active EE | $4,905 | $3,108+57.8% | $4,236+15.8% | $3,514+39.6% |
| Admin fee / account holder | $11,368 | $624+1723.0% | $5,794+96.2% | $847+1242.0% |