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 | $151,842 | $54,705+177.6% | $71,209+113.2% | $84,808+79.0% |
| Participation rate | 90.9% | 64.1%+26.8pp | 73.8%+17.2pp | 68.3%+22.6pp |
| Annual return | 17.26% | 35.90%-18.6pp | 282.51%-265.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $880 | $2,158-59.2% | $2,721-67.7% | $2,631-66.6% |
| Participant deferral / active EE | $9,716 | $3,030+220.6% | $4,175+132.7% | $4,212+130.7% |
| Admin fee / account holder | $18,084 | $4,863+271.8% | $5,349+238.1% | $7,344+146.3% |