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 | $175,899 | $86,286+103.9% | $111,297+58.0% | $85,850+104.9% |
| Participation rate | 97.9% | 73.3%+24.5pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 14.41% | 19.99%-5.6pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,674 | $2,043+30.9% | $2,731-2.1% | $2,565+4.2% |
| Participant deferral / active EE | $8,114 | $3,641+122.9% | $4,487+80.8% | $3,952+105.3% |
| Admin fee / account holder | $20,906 | $8,188+155.3% | $7,964+162.5% | $6,260+234.0% |