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 | $203,933 | $72,277+182.2% | $101,248+101.4% | $79,858+155.4% |
| Participation rate | 81.4% | 68.5%+12.9pp | 75.8%+5.6pp | 69.6%+11.8pp |
| Annual return | 13.69% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,926 | $2,692-28.4% | $3,660-47.4% | $2,471-22.0% |
| Participant deferral / active EE | $3,255 | $3,282-0.8% | $4,370-25.5% | $3,740-13.0% |
| Admin fee / account holder | $8,282 | $4,400+88.2% | $5,945+39.3% | $5,306+56.1% |