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 | $158,000 | $54,705+188.8% | $71,209+121.9% | $84,808+86.3% |
| Participation rate | 84.8% | 64.1%+20.8pp | 73.8%+11.1pp | 68.3%+16.5pp |
| Annual return | 19.34% | 35.90%-16.6pp | 282.51%-263.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,677 | $2,158+70.4% | $2,721+35.2% | $2,631+39.8% |
| Participant deferral / active EE | $8,666 | $3,030+186.0% | $4,175+107.6% | $4,212+105.8% |
| Admin fee / account holder | $10,930 | $4,863+124.7% | $5,349+104.3% | $7,344+48.8% |