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 | $227,594 | $99,985+127.6% | $146,665+55.2% | $85,850+165.1% |
| Participation rate | 90.3% | 73.1%+17.3pp | 80.1%+10.3pp | 69.3%+21.0pp |
| Annual return | 15.37% | 18.93%-3.6pp | 22.74%-7.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $8,815 | $2,559+244.5% | $4,136+113.1% | $2,565+243.6% |
| Participant deferral / active EE | $8,643 | $4,006+115.8% | $5,506+57.0% | $3,952+118.7% |
| Admin fee / account holder | $13,419 | $7,702+74.2% | $10,280+30.5% | $6,260+114.4% |