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 | $158,113 | $71,050+122.5% | $93,606+68.9% | $80,856+95.5% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.0pp | 67.6%+15.1pp |
| Annual return | 19.21% | 11.26%+8.0pp | 133.20%-114.0pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,909 | $1,564+22.1% | $2,420-21.1% | $2,755-30.7% |
| Participant deferral / active EE | $2,712 | $4,034-32.8% | $4,411-38.5% | $4,296-36.9% |
| Admin fee / account holder | $131,860 | $6,945+1798.7% | $8,285+1491.5% | $6,918+1806.1% |