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 | $183,886 | $71,050+158.8% | $93,606+96.4% | $80,856+127.4% |
| Participation rate | 84.0% | 60.4%+23.6pp | 68.7%+15.3pp | 67.6%+16.4pp |
| Annual return | 13.15% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $8,841 | $1,564+465.4% | $2,420+265.4% | $2,755+220.9% |
| Participant deferral / active EE | $8,384 | $4,034+107.8% | $4,411+90.0% | $4,296+95.2% |
| Admin fee / account holder | $27,650 | $6,945+298.1% | $8,285+233.7% | $6,918+299.7% |