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 | $198,394 | $116,462+70.4% | $477,111-58.4% | $116,462+70.4% |
| Participation rate | 96.4% | 74.7%+21.7pp | 88.9%+7.6pp | 74.7%+21.7pp |
| Annual return | 12.30% | 15.65%-3.4pp | 101.90%-89.6pp | 15.65%-3.4pp |
| Employer contribution / active EE | $2,569 | $3,231-20.5% | $8,708-70.5% | $3,231-20.5% |
| Participant deferral / active EE | $10,739 | $3,836+179.9% | $7,539+42.4% | $3,836+179.9% |
| Admin fee / account holder | $40,880 | $12,754+220.5% | $42,132-3.0% | $12,754+220.5% |