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 | $155,441 | $37,426+315.3% | $77,482+100.6% | $79,858+94.6% |
| Participation rate | 78.0% | 41.5%+36.5pp | 54.2%+23.8pp | 69.6%+8.3pp |
| Annual return | 12.64% | 39.70%-27.1pp | 54.79%-42.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $180 | $637-71.7% | $986-81.7% | $2,471-92.7% |
| Participant deferral / active EE | $3,315 | $1,260+163.1% | $1,861+78.1% | $3,740-11.4% |
| Admin fee / account holder | $1,830 | $2,504-26.9% | $2,858-36.0% | $5,306-65.5% |