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 | $113,605 | $45,035+152.3% | $62,995+80.3% | $70,131+62.0% |
| Participation rate | 84.6% | 69.5%+15.1pp | 74.8%+9.8pp | 69.5%+15.1pp |
| Annual return | 18.73% | 18.76%0pp | 87.57%-68.8pp | 73.14%-54.4pp |
| Employer contribution / active EE | $507 | $2,051-75.3% | $2,759-81.6% | $2,342-78.4% |
| Participant deferral / active EE | $3,729 | $2,465+51.3% | $3,329+12.0% | $3,332+11.9% |
| Admin fee / account holder | $352 | $2,834-87.6% | $3,600-90.2% | $4,645-92.4% |