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 | $173,766 | $80,717+115.3% | $154,803+12.2% | $84,808+104.9% |
| Participation rate | 95.7% | 66.8%+28.9pp | 78.1%+17.7pp | 68.3%+27.4pp |
| Annual return | 17.74% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,970 | $2,761+43.8% | $4,305-7.8% | $2,631+50.9% |
| Participant deferral / active EE | $9,322 | $3,303+182.2% | $5,540+68.2% | $4,212+121.3% |
| Admin fee / account holder | $2,863 | $6,746-57.6% | $14,329-80.0% | $7,344-61.0% |