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 | $194,213 | $89,753+116.4% | $107,525+80.6% | $84,808+129.0% |
| Participation rate | 90.8% | 68.1%+22.7pp | 75.1%+15.7pp | 68.3%+22.5pp |
| Annual return | 13.17% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $959 | $3,113-69.2% | $3,754-74.4% | $2,631-63.5% |
| Participant deferral / active EE | $5,848 | $4,056+44.2% | $5,116+14.3% | $4,212+38.9% |
| Admin fee / account holder | $2,317 | $7,222-67.9% | $8,919-74.0% | $7,344-68.5% |