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 | $193,411 | $70,428+174.6% | $96,562+100.3% | $85,850+125.3% |
| Participation rate | 72.9% | 61.8%+11.1pp | 69.8%+3.1pp | 69.3%+3.6pp |
| Annual return | 17.00% | 18.59%-1.6pp | 37.78%-20.8pp | 318.53%-301.5pp |
| Employer contribution / active EE | $537 | $1,413-62.0% | $2,356-77.2% | $2,565-79.0% |
| Participant deferral / active EE | $4,305 | $2,894+48.8% | $3,849+11.8% | $3,952+8.9% |
| Admin fee / account holder | $6,588 | $4,997+31.8% | $6,181+6.6% | $6,260+5.2% |