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 | $179,754 | $59,101+204.1% | $77,163+133.0% | $75,163+139.2% |
| Participation rate | 79.5% | 63.9%+15.6pp | 69.6%+9.9pp | 67.2%+12.3pp |
| Annual return | 14.07% | 26.71%-12.6pp | 37.87%-23.8pp | 160.62%-146.5pp |
| Employer contribution / active EE | $3,761 | $1,995+88.5% | $2,535+48.4% | $2,670+40.9% |
| Participant deferral / active EE | $7,692 | $2,999+156.5% | $3,833+100.7% | $4,125+86.5% |
| Admin fee / account holder | $20,081 | $4,774+320.6% | $5,472+267.0% | $5,651+255.4% |