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 | $198,679 | $112,096+77.2% | $95,952+107.1% | $158,922+25.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.87% | 171.09%-158.2pp | 91.61%-78.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,656 | $3,198-48.2% | $2,541-34.8% | $4,761-65.2% |
| Participant deferral / active EE | $5,448 | $4,784+13.9% | $4,167+30.7% | $5,982-8.9% |
| Admin fee / account holder | $40,032 | $10,130+295.2% | $6,795+489.1% | $11,246+256.0% |