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 | $225,244 | $89,355+152.1% | $141,162+59.6% | $72,985+208.6% |
| Participation rate | 84.2% | 75.1%+9.1pp | 82.5%+1.7pp | 69.5%+14.7pp |
| Annual return | 24.99% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,692 | $3,114-45.7% | $4,735-64.3% | $2,440-30.7% |
| Participant deferral / active EE | $13,271 | $5,418+144.9% | $6,709+97.8% | $3,607+267.9% |
| Admin fee / account holder | $16,390 | $5,958+175.1% | $10,261+59.7% | $5,124+219.8% |