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 | $155,711 | $60,124+159.0% | $90,404+72.2% | $79,858+95.0% |
| Participation rate | 92.1% | 65.0%+27.1pp | 72.7%+19.4pp | 69.6%+22.5pp |
| Annual return | 11.88% | 71.94%-60.1pp | 1293.02%-1281.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,698 | $2,068+30.5% | $3,262-17.3% | $2,471+9.2% |
| Participant deferral / active EE | $9,180 | $2,938+212.4% | $3,963+131.6% | $3,740+145.5% |
| Admin fee / account holder | $4,500 | $3,976+13.2% | $5,611-19.8% | $5,306-15.2% |