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 | $185,206 | $56,053+230.4% | $75,972+143.8% | $80,856+129.1% |
| Participation rate | 75.6% | 62.0%+13.6pp | 69.1%+6.6pp | 67.6%+8.0pp |
| Annual return | 15.13% | 20.53%-5.4pp | 359.55%-344.4pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,338 | $1,874-28.6% | $2,685-50.2% | $2,755-51.4% |
| Participant deferral / active EE | $9,031 | $3,052+195.9% | $4,255+112.2% | $4,296+110.2% |
| Admin fee / account holder | $7,824 | $5,234+49.5% | $6,467+21.0% | $6,918+13.1% |