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 | $193,859 | $77,813+149.1% | $123,544+56.9% | $64,186+202.0% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -5.89% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,555 | $3,014+117.5% | $4,628+41.6% | $2,381+175.3% |
| Participant deferral / active EE | $11,294 | $5,240+115.5% | $6,426+75.8% | $3,470+225.5% |
| Admin fee / account holder | $59,513 | $5,519+978.4% | $9,284+541.0% | $4,888+1117.5% |