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 | $156,699 | $65,041+140.9% | $90,951+72.3% | $79,858+96.2% |
| Participation rate | 88.0% | 61.6%+26.4pp | 69.0%+19.0pp | 69.6%+18.4pp |
| Annual return | 12.57% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $2,718 | $1,247+117.9% | $2,122+28.1% | $2,471+10.0% |
| Participant deferral / active EE | $9,481 | $2,512+277.4% | $3,373+181.1% | $3,740+153.5% |
| Admin fee / account holder | $18,249 | $4,536+302.3% | $5,959+206.3% | $5,306+243.9% |