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 | $197,375 | $80,717+144.5% | $154,803+27.5% | $84,808+132.7% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.8pp | 68.3%+16.5pp |
| Annual return | 13.54% | 37.96%-24.4pp | 58.88%-45.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $6,093 | $2,761+120.7% | $4,305+41.5% | $2,631+131.6% |
| Participant deferral / active EE | $4,855 | $3,303+47.0% | $5,540-12.4% | $4,212+15.3% |
| Admin fee / account holder | $26,294 | $6,746+289.8% | $14,329+83.5% | $7,344+258.0% |