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 | $152,571 | $53,127+187.2% | $86,590+76.2% | $70,131+117.6% |
| Participation rate | 90.2% | 65.3%+24.9pp | 73.5%+16.7pp | 69.5%+20.7pp |
| Annual return | 17.31% | 27.66%-10.3pp | 964.84%-947.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $7,601 | $2,068+267.5% | $2,839+167.7% | $2,342+224.5% |
| Participant deferral / active EE | $5,571 | $2,696+106.7% | $3,609+54.4% | $3,332+67.2% |
| Admin fee / account holder | $12,470 | $3,585+247.8% | $4,906+154.2% | $4,645+168.4% |