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 | $233,742 | $99,985+133.8% | $146,665+59.4% | $85,850+172.3% |
| Participation rate | 88.3% | 73.1%+15.3pp | 80.1%+8.2pp | 69.3%+19.0pp |
| Annual return | 13.79% | 18.93%-5.1pp | 22.74%-9.0pp | 318.53%-304.7pp |
| Employer contribution / active EE | $5,576 | $2,559+117.9% | $4,136+34.8% | $2,565+117.4% |
| Participant deferral / active EE | $8,778 | $4,006+119.1% | $5,506+59.4% | $3,952+122.1% |
| Admin fee / account holder | $6,440 | $7,702-16.4% | $10,280-37.3% | $6,260+2.9% |