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 | $152,436 | $53,822+183.2% | $75,696+101.4% | $85,850+77.6% |
| Participation rate | 89.2% | 69.1%+20.2pp | 74.8%+14.4pp | 69.3%+19.9pp |
| Annual return | 13.51% | 24.54%-11.0pp | 104.53%-91.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $3,266 | $2,017+61.9% | $2,743+19.1% | $2,565+27.3% |
| Participant deferral / active EE | $6,002 | $2,895+107.3% | $3,821+57.1% | $3,952+51.9% |
| Admin fee / account holder | $19,537 | $3,343+484.4% | $3,619+439.8% | $6,260+212.1% |