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 | $185,947 | $95,803+94.1% | $113,168+64.3% | $84,808+119.3% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 13.94% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $14,421 | $2,360+511.1% | $2,975+384.7% | $2,631+448.1% |
| Participant deferral / active EE | $8,598 | $4,242+102.7% | $5,107+68.4% | $4,212+104.2% |
| Admin fee / account holder | $63,168 | $8,989+602.7% | $12,068+423.4% | $7,344+760.2% |