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 | $157,776 | $77,813+102.8% | $123,544+27.7% | $64,186+145.8% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -4.20% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,066 | $3,014-31.4% | $4,628-55.3% | $2,381-13.2% |
| Participant deferral / active EE | $8,701 | $5,240+66.1% | $6,426+35.4% | $3,470+150.8% |
| Admin fee / account holder | $14,694 | $5,519+166.3% | $9,284+58.3% | $4,888+200.6% |