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 | $154,458 | $78,705+96.3% | $117,854+31.1% | $70,131+120.2% |
| Participation rate | 97.1% | 73.2%+23.9pp | 79.7%+17.4pp | 69.5%+27.5pp |
| Annual return | 14.28% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,370 | $2,223+51.6% | $3,786-11.0% | $2,342+43.9% |
| Participant deferral / active EE | $7,035 | $3,297+113.4% | $4,482+57.0% | $3,332+111.2% |
| Admin fee / account holder | $1,722 | $5,065-66.0% | $8,020-78.5% | $4,645-62.9% |