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 | $145,129 | $67,411+115.3% | $91,001+59.5% | $70,131+106.9% |
| Participation rate | 90.7% | 71.4%+19.3pp | 75.6%+15.1pp | 69.5%+21.2pp |
| Annual return | 19.22% | -40.16%+59.4pp | 4.60%+14.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,895 | $1,786+174.1% | $2,456+99.3% | $2,342+109.0% |
| Participant deferral / active EE | $11,346 | $2,823+302.0% | $3,547+219.8% | $3,332+240.5% |
| Admin fee / account holder | $5,748 | $4,236+35.7% | $5,417+6.1% | $4,645+23.7% |