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 4-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 | $227,314 | $91,538+148.3% | $129,995+74.9% | $75,163+202.4% |
| Participation rate | 92.6% | 71.4%+21.2pp | 78.5%+14.1pp | 67.2%+25.4pp |
| Annual return | 15.70% | -631.11%+646.8pp | -137.18%+152.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,612 | $2,845-8.2% | $4,320-39.5% | $2,670-2.2% |
| Participant deferral / active EE | $9,983 | $4,341+130.0% | $5,820+71.5% | $4,125+142.0% |
| Admin fee / account holder | $2,289 | $6,790-66.3% | $10,614-78.4% | $5,651-59.5% |