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 | $219,543 | $83,902+161.7% | $167,512+31.1% | $84,808+158.9% |
| Participation rate | 70.7% | 66.5%+4.2pp | 77.1%-6.4pp | 68.3%+2.4pp |
| Annual return | 15.19% | 91.55%-76.4pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,736 | $2,264-23.3% | $3,882-55.3% | $2,631-34.0% |
| Participant deferral / active EE | $8,301 | $4,442+86.9% | $6,405+29.6% | $4,212+97.1% |
| Admin fee / account holder | $6,362 | $7,915-19.6% | $9,769-34.9% | $7,344-13.4% |