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 | $184,382 | $70,428+161.8% | $96,562+90.9% | $85,850+114.8% |
| Participation rate | 81.9% | 61.8%+20.1pp | 69.8%+12.1pp | 69.3%+12.6pp |
| Annual return | 15.04% | 18.59%-3.6pp | 37.78%-22.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,290 | $1,413-8.7% | $2,356-45.3% | $2,565-49.7% |
| Participant deferral / active EE | $5,517 | $2,894+90.6% | $3,849+43.3% | $3,952+39.6% |
| Admin fee / account holder | $12,675 | $4,997+153.7% | $6,181+105.1% | $6,260+102.5% |