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 3-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 | $238,709 | $63,346+276.8% | $92,233+158.8% | $70,131+240.4% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 14.28% | 530.12%-515.8pp | 176.28%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $980 | $2,471-60.3% | $3,679-73.4% | $2,342-58.2% |
| Participant deferral / active EE | $4,820 | $2,854+68.9% | $3,897+23.7% | $3,332+44.7% |
| Admin fee / account holder | $8,245 | $3,840+114.7% | $5,194+58.8% | $4,645+77.5% |