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 | $233,389 | $81,233+187.3% | $155,567+50.0% | $80,874+188.6% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 13.46% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $9,660 | $3,101+211.5% | $4,674+106.7% | $2,756+250.6% |
| Participant deferral / active EE | $6,727 | $3,452+94.9% | $5,628+19.5% | $4,297+56.6% |
| Admin fee / account holder | $2,670 | $7,998-66.6% | $15,916-83.2% | $6,935-61.5% |