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 | $247,858 | $47,479+422.0% | $62,929+293.9% | $82,448+200.6% |
| Participation rate | 90.6% | 66.9%+23.7pp | 73.1%+17.5pp | 68.1%+22.5pp |
| Annual return | 16.09% | 20.34%-4.3pp | 1063.93%-1047.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,443 | $1,885-23.4% | $2,505-42.4% | $2,551-43.4% |
| Participant deferral / active EE | $12,085 | $2,870+321.0% | $3,888+210.8% | $4,139+192.0% |
| Admin fee / account holder | $30,590 | $3,804+704.2% | $5,065+504.0% | $7,234+322.8% |