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 | $190,223 | $70,669+169.2% | $169,368+12.3% | $75,163+153.1% |
| Participation rate | 81.1% | 64.8%+16.3pp | 77.1%+3.9pp | 67.2%+13.9pp |
| Annual return | 17.35% | 36.36%-19.0pp | 405.60%-388.2pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,275 | $2,211+48.1% | $4,013-18.4% | $2,670+22.7% |
| Participant deferral / active EE | $5,869 | $4,311+36.2% | $6,221-5.7% | $4,125+42.3% |
| Admin fee / account holder | $3,568 | $5,402-34.0% | $9,003-60.4% | $5,651-36.9% |