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 | $238,333 | $77,899+206.0% | $149,673+59.2% | $75,163+217.1% |
| Participation rate | 97.2% | 65.6%+31.6pp | 78.8%+18.5pp | 67.2%+30.0pp |
| Annual return | 14.83% | 31.72%-16.9pp | 134.42%-119.6pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,119 | $3,137-32.5% | $4,818-56.0% | $2,670-20.6% |
| Participant deferral / active EE | $5,754 | $3,411+68.7% | $5,680+1.3% | $4,125+39.5% |
| Admin fee / account holder | $41,041 | $5,956+589.0% | $13,210+210.7% | $5,651+626.3% |