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 | $181,893 | $52,279+247.9% | $89,391+103.5% | $79,858+127.8% |
| Participation rate | 97.8% | 57.5%+40.3pp | 68.0%+29.8pp | 69.6%+28.2pp |
| Annual return | 12.16% | 22.16%-10.0pp | 245.62%-233.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,316 | $1,572-16.3% | $2,586-49.1% | $2,471-46.7% |
| Participant deferral / active EE | $9,270 | $2,740+238.3% | $3,890+138.3% | $3,740+147.9% |
| Admin fee / account holder | $18,771 | $3,356+459.3% | $4,881+284.5% | $5,306+253.7% |