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 | $156,686 | $57,354+173.2% | $83,848+86.9% | $64,186+144.1% |
| Participation rate | 92.6% | 68.6%+24.0pp | 76.1%+16.4pp | 69.6%+23.0pp |
| Annual return | 9.42% | 11.38%-2.0pp | 850.88%-841.5pp | 7.63%+1.8pp |
| Employer contribution / active EE | $3,182 | $2,545+25.0% | $3,631-12.4% | $2,381+33.7% |
| Participant deferral / active EE | $6,097 | $2,993+103.7% | $4,082+49.4% | $3,470+75.7% |
| Admin fee / account holder | $1,599 | $4,046-60.5% | $5,478-70.8% | $4,888-67.3% |