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 | $171,456 | $78,705+117.8% | $117,854+45.5% | $70,131+144.5% |
| Participation rate | 96.0% | 73.2%+22.8pp | 79.7%+16.3pp | 69.5%+26.5pp |
| Annual return | 19.10% | 23.30%-4.2pp | 335.08%-316.0pp | 73.14%-54.0pp |
| Employer contribution / active EE | $3,200 | $2,223+43.9% | $3,786-15.5% | $2,342+36.6% |
| Participant deferral / active EE | $6,795 | $3,297+106.1% | $4,482+51.6% | $3,332+104.0% |
| Admin fee / account holder | $14,072 | $5,065+177.8% | $8,020+75.5% | $4,645+202.9% |