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 | $153,464 | $45,035+240.8% | $62,995+143.6% | $70,131+118.8% |
| Participation rate | 94.5% | 69.5%+25.0pp | 74.8%+19.7pp | 69.5%+25.0pp |
| Annual return | 15.22% | 18.76%-3.5pp | 87.57%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,665 | $2,051+29.9% | $2,759-3.4% | $2,342+13.8% |
| Participant deferral / active EE | $3,557 | $2,465+44.3% | $3,329+6.8% | $3,332+6.8% |
| Admin fee / account holder | $23,862 | $2,834+741.9% | $3,600+562.8% | $4,645+413.7% |