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 | $179,768 | $87,733+104.9% | $106,548+68.7% | $85,850+109.4% |
| Participation rate | 76.7% | 71.9%+4.7pp | 76.1%+0.5pp | 69.3%+7.4pp |
| Annual return | 11.83% | 21.86%-10.0pp | 26.80%-15.0pp | 318.53%-306.7pp |
| Employer contribution / active EE | $3,561 | $2,073+71.8% | $2,819+26.3% | $2,565+38.8% |
| Participant deferral / active EE | $7,629 | $3,469+119.9% | $4,398+73.5% | $3,952+93.1% |
| Admin fee / account holder | $79,476 | $6,767+1074.4% | $7,407+973.0% | $6,260+1169.6% |