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 7-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 | $193,808 | $59,839+223.9% | $81,983+136.4% | $79,858+142.7% |
| Participation rate | 81.8% | 61.6%+20.2pp | 69.2%+12.6pp | 69.6%+12.2pp |
| Annual return | 18.31% | 17.56%+0.7pp | 41.31%-23.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $6,185 | $1,713+261.0% | $2,498+147.6% | $2,471+150.3% |
| Participant deferral / active EE | $12,029 | $2,695+346.3% | $3,722+223.2% | $3,740+221.6% |
| Admin fee / account holder | $10,806 | $4,287+152.1% | $5,664+90.8% | $5,306+103.6% |