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 | $179,795 | $65,365+175.1% | $92,893+93.6% | $72,985+146.3% |
| Participation rate | 78.0% | 68.3%+9.7pp | 76.0%+2.0pp | 69.5%+8.6pp |
| Annual return | 22.51% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,772 | $2,594-31.7% | $3,653-51.5% | $2,440-27.4% |
| Participant deferral / active EE | $6,290 | $3,128+101.1% | $4,236+48.5% | $3,607+74.4% |
| Admin fee / account holder | $2,658 | $4,251-37.5% | $5,794-54.1% | $5,124-48.1% |