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 | $226,336 | $86,929+160.4% | $102,423+121.0% | $80,856+179.9% |
| Participation rate | 98.1% | 72.4%+25.7pp | 76.5%+21.6pp | 67.6%+30.5pp |
| Annual return | 11.33% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $11,707 | $2,369+394.1% | $3,023+287.2% | $2,755+325.0% |
| Participant deferral / active EE | $6,762 | $4,118+64.2% | $5,053+33.8% | $4,296+57.4% |
| Admin fee / account holder | $16,234 | $8,049+101.7% | $9,451+71.8% | $6,918+134.7% |