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 | $151,926 | $58,879+158.0% | $178,490-14.9% | $73,488+106.7% |
| Participation rate | 95.3% | 66.2%+29.1pp | 81.9%+13.4pp | 70.7%+24.6pp |
| Annual return | 11.90% | 24.86%-13.0pp | 151.07%-139.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $1,689 | $2,236-24.5% | $5,011-66.3% | $2,270-25.6% |
| Participant deferral / active EE | $4,706 | $2,567+83.3% | $5,202-9.5% | $3,740+25.8% |
| Admin fee / account holder | $15,488 | $400+3768.9% | $13,984+10.8% | $513+2918.6% |