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 | $188,240 | $91,190+106.4% | $178,490+5.5% | $79,858+135.7% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 12.25% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $7,849 | $3,256+141.1% | $5,011+56.7% | $2,471+217.7% |
| Participant deferral / active EE | $4,206 | $3,236+30.0% | $5,202-19.1% | $3,740+12.5% |
| Admin fee / account holder | $1,567 | $6,751-76.8% | $13,984-88.8% | $5,306-70.5% |