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 | $199,128 | $85,766+132.2% | $136,294+46.1% | $70,131+183.9% |
| Participation rate | 95.2% | 74.2%+21.1pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 17.54% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,585 | $2,966-46.6% | $4,695-66.2% | $2,342-32.3% |
| Participant deferral / active EE | $9,107 | $5,051+80.3% | $6,247+45.8% | $3,332+173.4% |
| Admin fee / account holder | $11,333 | $5,420+109.1% | $9,243+22.6% | $4,645+144.0% |