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 | $142,832 | $64,839+120.3% | $95,585+49.4% | $84,808+68.4% |
| Participation rate | 92.5% | 63.8%+28.7pp | 72.1%+20.4pp | 68.3%+24.2pp |
| Annual return | 13.21% | -670.96%+684.2pp | 38.56%-25.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $8,251 | $1,759+369.1% | $2,527+226.6% | $2,631+213.6% |
| Participant deferral / active EE | $9,678 | $2,965+226.4% | $4,023+140.6% | $4,212+129.8% |
| Admin fee / account holder | $17,060 | $5,964+186.0% | $6,127+178.4% | $7,344+132.3% |