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 | $229,874 | $46,869+390.5% | $122,332+87.9% | $70,131+227.8% |
| Participation rate | 74.4% | 58.2%+16.2pp | 71.6%+2.7pp | 69.5%+4.8pp |
| Annual return | 14.72% | 24.22%-9.5pp | 30.27%-15.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,308 | $1,288+79.2% | $4,050-43.0% | $2,342-1.5% |
| Participant deferral / active EE | $6,927 | $2,166+219.7% | $3,287+110.8% | $3,332+107.9% |
| Admin fee / account holder | $27,130 | $3,322+716.6% | $5,478+395.3% | $4,645+484.0% |