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 | $154,556 | $56,114+175.4% | $96,139+60.8% | $85,850+80.0% |
| Participation rate | 92.9% | 56.7%+36.1pp | 68.4%+24.4pp | 69.3%+23.5pp |
| Annual return | 15.63% | 42.30%-26.7pp | 191.94%-176.3pp | 318.53%-302.9pp |
| Employer contribution / active EE | $438 | $1,620-73.0% | $2,797-84.3% | $2,565-82.9% |
| Participant deferral / active EE | $5,331 | $2,859+86.5% | $4,349+22.6% | $3,952+34.9% |
| Admin fee / account holder | $17,193 | $3,768+356.3% | $5,537+210.5% | $6,260+174.7% |