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 | $148,204 | $58,512+153.3% | $84,015+76.4% | $72,985+103.1% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.0%+7.9pp | 69.5%+7.4pp |
| Annual return | 23.47% | 28.93%-5.5pp | 71.31%-47.8pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,601 | $1,163+123.7% | $1,983+31.1% | $2,440+6.6% |
| Participant deferral / active EE | $6,012 | $2,394+151.2% | $3,239+85.6% | $3,607+66.7% |
| Admin fee / account holder | $8,874 | $4,569+94.2% | $6,101+45.5% | $5,124+73.2% |